Warren Buffett Portfolio vs US Stocks Value Portfolio Portfolio Comparison

Simulation Settings
Period: January 1975 - April 2025 (~50 years)
Consolidated Returns as of 30 April 2025
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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Results
30 Years
All (since January 1975)
Inflation Adjusted:
Warren Buffett Portfolio
1.00$
Initial Capital
May 1995
16.48$
Final Capital
April 2025
9.79%
Yearly Return
13.70%
Std Deviation
-45.52%
Max Drawdown
42months
Recovery Period
1.00$
Initial Capital
May 1995
7.82$
Final Capital
April 2025
7.10%
Yearly Return
13.70%
Std Deviation
-47.08%
Max Drawdown
149months
Recovery Period
1.00$
Initial Capital
January 1975
241.52$
Final Capital
April 2025
11.52%
Yearly Return
13.67%
Std Deviation
-45.52%
Max Drawdown
42months
Recovery Period
1.00$
Initial Capital
January 1975
39.21$
Final Capital
April 2025
7.56%
Yearly Return
13.67%
Std Deviation
-47.08%
Max Drawdown
149months
Recovery Period
US Stocks Value Portfolio
1.00$
Initial Capital
May 1995
15.85$
Final Capital
April 2025
9.65%
Yearly Return
15.46%
Std Deviation
-55.41%
Max Drawdown
68months
Recovery Period
1.00$
Initial Capital
May 1995
7.52$
Final Capital
April 2025
6.96%
Yearly Return
15.46%
Std Deviation
-56.66%
Max Drawdown
74months
Recovery Period
1.00$
Initial Capital
January 1975
296.05$
Final Capital
April 2025
11.97%
Yearly Return
15.26%
Std Deviation
-55.41%
Max Drawdown
68months
Recovery Period
1.00$
Initial Capital
January 1975
48.06$
Final Capital
April 2025
8.00%
Yearly Return
15.26%
Std Deviation
-56.66%
Max Drawdown
74months
Recovery Period

As of April 2025, in the previous 30 Years, the Warren Buffett Portfolio obtained a 9.79% compound annual return, with a 13.70% standard deviation. It suffered a maximum drawdown of -45.52% that required 42 months to be recovered.

As of April 2025, in the previous 30 Years, the US Stocks Value Portfolio obtained a 9.65% compound annual return, with a 15.46% standard deviation. It suffered a maximum drawdown of -55.41% that required 68 months to be recovered.

Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.
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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Warren Buffett Portfolio
Weight
(%)		 Ticker Name
90.00
VV
Vanguard Large-Cap
10.00
SHY
iShares 1-3 Year Treasury Bond
US Stocks Value Portfolio
Weight
(%)		 Ticker Name
100.00
IUSV
iShares Core S&P U.S. Value ETF
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Portfolio Returns as of Apr 30, 2025

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
RETURN COMPARISON
Period: 1 January 1975 - 30 April 2025 (~50 years)
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Return (%) as of Apr 30, 2025
YTD
(4M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~50Y)
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_warren_buffett.webp Warren Buffett Portfolio
Warren Buffett 		-4.28 -0.52 -1.07 11.94 14.13 11.23 9.79 11.52
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp US Stocks Value
-- Market Benchmark 		-3.71 -3.78 -4.91 4.78 14.02 9.44 9.65 11.97
Return over 1 year are annualized.
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Capital Growth as of Apr 30, 2025

Warren Buffett Portfolio: an investment of 1$, since May 1995, now would be worth 16.48$, with a total return of 1547.55% (9.79% annualized).

US Stocks Value Portfolio: an investment of 1$, since May 1995, now would be worth 15.85$, with a total return of 1484.63% (9.65% annualized).


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Warren Buffett Portfolio: an investment of 1$, since January 1975, now would be worth 241.52$, with a total return of 24051.92% (11.52% annualized).

US Stocks Value Portfolio: an investment of 1$, since January 1975, now would be worth 296.05$, with a total return of 29505.42% (11.97% annualized).


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Portfolio Metrics as of Apr 30, 2025

The following metrics, updated as of 30 April 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 May 2024 - 30 April 2025 (1 year)
Period: 1 May 2020 - 30 April 2025 (5 years)
Period: 1 May 2015 - 30 April 2025 (10 years)
Period: 1 May 1995 - 30 April 2025 (30 years)
Period: 1 January 1975 - 30 April 2025 (~50 years)
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Warren Buffett Portfolio US Stocks Value
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 11.94 4.78
Infl. Adjusted Return (%) 9.67 2.65
DRAWDOWN
Deepest Drawdown Depth (%) -6.82 -10.35
Start to Recovery (months) 3* 5*
Longest Drawdown Depth (%) -6.82 -10.35
Start to Recovery (months) 3* 5*
Longest Negative Period (months) 7* 9*
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 10.26 12.58
Sharpe Ratio 0.70 0.00
Sortino Ratio 0.93 0.00
Ulcer Index 2.69 4.26
Ratio: Return / Standard Deviation 1.16 0.38
Ratio: Return / Deepest Drawdown 1.75 0.46
Metrics calculated over the period 1 May 2024 - 30 April 2025
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Warren Buffett Portfolio US Stocks Value
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 14.13 14.02
Infl. Adjusted Return (%) 9.18 9.08
DRAWDOWN
Deepest Drawdown Depth (%) -23.08 -16.63
Start to Recovery (months) 24 13
Longest Drawdown Depth (%) -23.08 -16.63
Start to Recovery (months) 24 13
Longest Negative Period (months) 28 22
RISK INDICATORS
Standard Deviation (%) 14.68 15.82
Sharpe Ratio 0.79 0.73
Sortino Ratio 1.06 1.05
Ulcer Index 7.97 4.32
Ratio: Return / Standard Deviation 0.96 0.89
Ratio: Return / Deepest Drawdown 0.61 0.84
Metrics calculated over the period 1 May 2020 - 30 April 2025
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Warren Buffett Portfolio US Stocks Value
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 11.23 9.44
Infl. Adjusted Return (%) 7.91 6.18
DRAWDOWN
Deepest Drawdown Depth (%) -23.08 -26.06
Start to Recovery (months) 24 12
Longest Drawdown Depth (%) -23.08 -12.56
Start to Recovery (months) 24 15
Longest Negative Period (months) 28 37
RISK INDICATORS
Standard Deviation (%) 13.93 15.88
Sharpe Ratio 0.68 0.48
Sortino Ratio 0.91 0.66
Ulcer Index 6.35 5.98
Ratio: Return / Standard Deviation 0.81 0.59
Ratio: Return / Deepest Drawdown 0.49 0.36
Metrics calculated over the period 1 May 2015 - 30 April 2025
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Warren Buffett Portfolio US Stocks Value
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 9.79 9.65
Infl. Adjusted Return (%) 7.10 6.96
DRAWDOWN
Deepest Drawdown Depth (%) -45.52 -55.41
Start to Recovery (months) 42 68
Longest Drawdown Depth (%) -39.67 -55.41
Start to Recovery (months) 73 68
Longest Negative Period (months) 132 132
RISK INDICATORS
Standard Deviation (%) 13.70 15.46
Sharpe Ratio 0.55 0.48
Sortino Ratio 0.72 0.63
Ulcer Index 12.59 13.17
Ratio: Return / Standard Deviation 0.71 0.62
Ratio: Return / Deepest Drawdown 0.22 0.17
Metrics calculated over the period 1 May 1995 - 30 April 2025
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Warren Buffett Portfolio US Stocks Value
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 11.52 11.97
Infl. Adjusted Return (%) 7.56 8.00
DRAWDOWN
Deepest Drawdown Depth (%) -45.52 -55.41
Start to Recovery (months) 42 68
Longest Drawdown Depth (%) -39.67 -55.41
Start to Recovery (months) 73 68
Longest Negative Period (months) 132 132
RISK INDICATORS
Standard Deviation (%) 13.67 15.26
Sharpe Ratio 0.53 0.51
Sortino Ratio 0.71 0.67
Ulcer Index 10.42 10.89
Ratio: Return / Standard Deviation 0.84 0.78
Ratio: Return / Deepest Drawdown 0.25 0.22
Metrics calculated over the period 1 January 1975 - 30 April 2025
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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Period: 1 May 1995 - 30 April 2025 (30 years)
Period: 1 January 1975 - 30 April 2025 (~50 years)

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Warren Buffett Portfolio US Stocks Value
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-55.41 68 Jun 2007
Jan 2013
-45.52 42 Nov 2007
Apr 2011
-39.67 73 Sep 2000
Sep 2006
-32.49 42 Sep 2000
Feb 2004
-26.06 12 Jan 2020
Dec 2020
-23.08 24 Jan 2022
Dec 2023
-17.60 6 Jul 1998
Dec 1998
-17.49 6 Feb 2020
Jul 2020
-16.63 13 Jan 2022
Jan 2023
-15.04 10 May 2011
Feb 2012
-13.83 5 Jul 1998
Nov 1998
-12.56 15 Feb 2018
Apr 2019
-12.09 7 Oct 2018
Apr 2019
-10.70 13 Jun 2015
Jun 2016
-10.35 5* Dec 2024
In progress

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Warren Buffett Portfolio US Stocks Value
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-55.41 68 Jun 2007
Jan 2013
-45.52 42 Nov 2007
Apr 2011
-39.67 73 Sep 2000
Sep 2006
-32.49 42 Sep 2000
Feb 2004
-30.17 20 Sep 1987
Apr 1989
-27.35 21 Sep 1987
May 1989
-26.06 12 Jan 2020
Dec 2020
-23.08 24 Jan 2022
Dec 2023
-17.60 6 Jul 1998
Dec 1998
-17.49 6 Feb 2020
Jul 2020
-16.63 13 Jan 2022
Jan 2023
-16.02 9 Jun 1990
Feb 1991
-15.04 10 May 2011
Feb 2012
-13.83 5 Jul 1998
Nov 1998
-13.50 19 Jan 1977
Jul 1978

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1975 - 30 April 2025 (~50 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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Yearly Returns

For each year, the following table provides the return and intra-year drawdown. The highlighted returns represent the highest values for that specific year.

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Warren Buffett Portfolio US Stocks Value
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 -4.28 -6.82 -3.71 -6.64
2024
 23.12 -3.67 12.18 -6.90
2023
 24.86 -7.55 21.73 -9.28
2022
 -18.29 -23.08 -5.39 -16.63
2021
 24.59 -4.32 25.21 -3.32
2020
 19.19 -17.49 1.55 -26.06
2019
 28.46 -5.73 31.48 -7.76
2018
 -3.84 -12.09 -9.18 -12.56
2017
 19.83 0.00 15.08 -1.63
2016
 10.69 -4.87 18.48 -5.38
2015
 0.96 -7.73 -4.32 -10.50
2014
 12.08 -2.97 12.75 -3.59
2013
 29.44 -2.62 32.19 -3.90
2012
 14.59 -6.10 17.36 -6.74
2011
 1.43 -15.04 -0.29 -19.14
2010
 14.55 -11.71 15.81 -13.77
2009
 24.66 -16.03 19.61 -23.38
2008
 -32.35 -33.45 -36.01 -37.37
2007
 6.30 -4.37 -1.38 -9.05
2006
 14.32 -2.48 21.90 -2.74
2005
 5.58 -3.97 6.59 -3.67
2004
 9.73 -2.96 16.71 -3.14
2003
 25.87 -3.66 31.72 -5.06
2002
 -19.13 -24.82 -16.07 -25.33
2001
 -10.04 -20.31 -4.82 -13.49
2000
 -7.27 -11.55 3.67 -8.97
1999
 19.15 -5.59 8.54 -8.88
1998
 26.49 -13.83 17.96 -17.60
1997
 30.52 -5.15 32.64 -5.25
1996
 21.03 -3.99 23.15 -4.43
1995
 34.91 -0.25 39.35 -0.21
1994
 1.01 -6.47 0.35 -6.99
1993
 9.53 -2.10 10.42 -2.38
1992
 7.36 -2.36 8.69 -2.26
1991
 28.35 -4.14 29.07 -4.66
1990
 -2.00 -12.77 -6.16 -16.02
1989
 29.38 -2.30 28.73 -3.12
1988
 15.17 -3.40 19.63 -3.20
1987
 4.71 -27.35 3.51 -30.17
1986
 17.29 -7.59 17.17 -8.41
1985
 29.49 -3.46 32.40 -3.74
1984
 6.99 -6.07 8.57 -5.86
1983
 19.96 -3.02 24.55 -2.99
1982
 21.09 -7.70 21.31 -9.40
1981
 -3.26 -10.93 3.13 -8.38
1980
 29.60 -8.82 28.37 -10.15
1979
 17.05 -6.17 16.21 -6.74
1978
 5.62 -8.58 5.15 -9.56
1977
 -6.77 -10.10 -6.25 -10.08
1976
 22.58 -1.97 31.05 -1.56
1975
 34.14 -11.01 39.03 -11.39
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Mastering ETF Investing
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