Gold Portfolio vs Warren Buffett Portfolio Portfolio Comparison

Simulation Settings
Period: January 1871 - December 2024 (~154 years)
Consolidated Returns as of 31 December 2024
Rebalancing: at every Jan 1st
Currency: USD
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Results
30 Years
All (since January 1871)
Gold Portfolio
1.00$
Initial Capital
January 1995
6.28$
Final Capital
December 2024
6.32%
Yearly Return
15.56%
Std Deviation
-42.91%
Max Drawdown
107months
Recovery Period
1.00$
Initial Capital
January 1871
105.40$
Final Capital
December 2024
3.07%
Yearly Return
12.66%
Std Deviation
-61.78%
Max Drawdown
319months
Recovery Period
Warren Buffett Portfolio
1.00$
Initial Capital
January 1995
19.30$
Final Capital
December 2024
10.37%
Yearly Return
13.67%
Std Deviation
-45.52%
Max Drawdown
42months
Recovery Period
1.00$
Initial Capital
January 1871
431.5K$
Final Capital
December 2024
8.79%
Yearly Return
14.83%
Std Deviation
-79.29%
Max Drawdown
178months
Recovery Period

As of December 2024, in the previous 30 Years, the Gold Portfolio obtained a 6.32% compound annual return, with a 15.56% standard deviation. It suffered a maximum drawdown of -42.91% that required 107 months to be recovered.

As of December 2024, in the previous 30 Years, the Warren Buffett Portfolio obtained a 10.37% compound annual return, with a 13.67% standard deviation. It suffered a maximum drawdown of -45.52% that required 42 months to be recovered.

Table of contents

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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Gold Portfolio
Weight
(%)		 ETF
Ticker		 Name
100.00
GLD
SPDR Gold Trust
Warren Buffett Portfolio
Weight
(%)		 ETF
Ticker		 Name
90.00
VV
Vanguard Large-Cap
10.00
SHY
iShares 1-3 Year Treasury Bond
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Portfolio Returns as of Dec 31, 2024

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
  • the actual US Inflation rates.
RETURN COMPARISON
Period: 1 January 1871 - 31 December 2024 (~154 years)
Swipe left to see all data
Return (%) as of Dec 31, 2024
YTD
(12M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~154Y)
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_gold.webp Gold
-- Market Benchmark 		26.66 -1.41 12.61 26.66 11.12 7.86 6.32 3.07
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_warren_buffett.webp Warren Buffett Portfolio
Warren Buffett 		23.12 -2.23 8.19 23.12 13.28 11.92 10.37 8.79
Return over 1 year are annualized.
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Capital Growth as of Dec 31, 2024

Gold Portfolio: an investment of 1$, since January 1995, now would be worth 6.28$, with a total return of 528.32% (6.32% annualized).

Warren Buffett Portfolio: an investment of 1$, since January 1995, now would be worth 19.30$, with a total return of 1829.89% (10.37% annualized).


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Gold Portfolio: an investment of 1$, since January 1871, now would be worth 105.40$, with a total return of 10440.09% (3.07% annualized).

Warren Buffett Portfolio: an investment of 1$, since January 1871, now would be worth 431526.39$, with a total return of 43152538.80% (8.79% annualized).


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Portfolio Metrics as of Dec 31, 2024

The following metrics, updated as of 31 December 2024, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 January 2024 - 31 December 2024 (1 year)
Period: 1 January 2020 - 31 December 2024 (5 years)
Period: 1 January 2015 - 31 December 2024 (10 years)
Period: 1 January 1995 - 31 December 2024 (30 years)
Period: 1 January 1871 - 31 December 2024 (~154 years)
Swipe left to see all data
Gold Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 0% 90%
Fixed Income 0% 10%
Commodities 100% 0%
PERFORMANCES
Annualized Return (%) 26.66 23.12
Infl. Adjusted Return (%) 23.58 20.12
DRAWDOWN
Deepest Drawdown Depth (%) -4.49 -3.67
Start to Recovery (months) 2* 2
Longest Drawdown Depth (%) -1.42 -3.67
Start to Recovery (months) 3 2
Longest Negative Period (months) 3* 2
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 11.33 9.40
Sharpe Ratio 1.90 1.91
Sortino Ratio 2.82 2.46
Ulcer Index 1.59 1.21
Ratio: Return / Standard Deviation 2.35 2.46
Ratio: Return / Deepest Drawdown 5.94 6.31
Metrics calculated over the period 1 January 2024 - 31 December 2024
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Gold Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 0% 90%
Fixed Income 0% 10%
Commodities 100% 0%
PERFORMANCES
Annualized Return (%) 11.12 13.28
Infl. Adjusted Return (%) 6.73 8.80
DRAWDOWN
Deepest Drawdown Depth (%) -18.08 -23.08
Start to Recovery (months) 40 24
Longest Drawdown Depth (%) -18.08 -23.08
Start to Recovery (months) 40 24
Longest Negative Period (months) 39 28
RISK INDICATORS
Standard Deviation (%) 14.26 16.44
Sharpe Ratio 0.62 0.67
Sortino Ratio 0.93 0.88
Ulcer Index 6.97 8.32
Ratio: Return / Standard Deviation 0.78 0.81
Ratio: Return / Deepest Drawdown 0.62 0.58
Metrics calculated over the period 1 January 2020 - 31 December 2024
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Gold Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 0% 90%
Fixed Income 0% 10%
Commodities 100% 0%
PERFORMANCES
Annualized Return (%) 7.86 11.92
Infl. Adjusted Return (%) 4.76 8.70
DRAWDOWN
Deepest Drawdown Depth (%) -18.08 -23.08
Start to Recovery (months) 40 24
Longest Drawdown Depth (%) -18.08 -23.08
Start to Recovery (months) 40 24
Longest Negative Period (months) 52 28
RISK INDICATORS
Standard Deviation (%) 14.04 13.88
Sharpe Ratio 0.45 0.74
Sortino Ratio 0.67 0.99
Ulcer Index 7.46 6.30
Ratio: Return / Standard Deviation 0.56 0.86
Ratio: Return / Deepest Drawdown 0.44 0.52
Metrics calculated over the period 1 January 2015 - 31 December 2024
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Gold Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 0% 90%
Fixed Income 0% 10%
Commodities 100% 0%
PERFORMANCES
Annualized Return (%) 6.32 10.37
Infl. Adjusted Return (%) 3.71 7.66
DRAWDOWN
Deepest Drawdown Depth (%) -42.91 -45.52
Start to Recovery (months) 107 42
Longest Drawdown Depth (%) -42.91 -39.67
Start to Recovery (months) 107 73
Longest Negative Period (months) 145 132
RISK INDICATORS
Standard Deviation (%) 15.56 13.67
Sharpe Ratio 0.26 0.59
Sortino Ratio 0.38 0.77
Ulcer Index 20.47 12.58
Ratio: Return / Standard Deviation 0.41 0.76
Ratio: Return / Deepest Drawdown 0.15 0.23
Metrics calculated over the period 1 January 1995 - 31 December 2024
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Gold Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 0% 90%
Fixed Income 0% 10%
Commodities 100% 0%
PERFORMANCES
Annualized Return (%) 3.07 8.79
Infl. Adjusted Return (%) 0.93 6.53
DRAWDOWN
Deepest Drawdown Depth (%) -61.78 -79.29
Start to Recovery (months) 319 178
Longest Drawdown Depth (%) -12.20 -79.29
Start to Recovery (months) 685 178
Longest Negative Period (months) 744 181
RISK INDICATORS
Standard Deviation (%) 12.66 14.83
Sharpe Ratio -0.07 0.32
Sortino Ratio -0.13 0.45
Ulcer Index 22.27 15.59
Ratio: Return / Standard Deviation 0.24 0.59
Ratio: Return / Deepest Drawdown 0.05 0.11
Metrics calculated over the period 1 January 1871 - 31 December 2024
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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 January 1995 - 31 December 2024 (30 years)
Period: 1 January 1871 - 31 December 2024 (~154 years)

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Gold Warren Buffett Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-45.52 42 Nov 2007
Apr 2011
-42.91 107 Sep 2011
Jul 2020
-39.67 73 Sep 2000
Sep 2006
-37.17 95 Feb 1996
Dec 2003
-25.83 15 Mar 2008
May 2009
-23.08 24 Jan 2022
Dec 2023
-18.08 40 Aug 2020
Nov 2023
-17.49 6 Feb 2020
Jul 2020
-15.04 10 May 2011
Feb 2012
-13.83 5 Jul 1998
Nov 1998
-12.09 7 Oct 2018
Apr 2019
-8.64 10 Dec 2004
Sep 2005
-8.63 10 May 2006
Feb 2007
-8.37 6 Dec 2009
May 2010
-8.31 7 Apr 2004
Oct 2004

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Gold Warren Buffett Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-79.29 178 Sep 1929
Jun 1944
-61.78 319 Oct 1980
Apr 2007
-45.52 42 Nov 2007
Apr 2011
-44.24 43 Jan 1975
Jul 1978
-42.91 107 Sep 2011
Jul 2020
-40.52 42 Jan 1973
Jun 1976
-39.67 73 Sep 2000
Sep 2006
-30.50 37 Apr 1876
Apr 1879
-30.14 26 Oct 1906
Nov 1908
-27.35 21 Sep 1987
May 1989
-26.19 28 Dec 1968
Mar 1971
-25.83 15 Mar 2008
May 2009
-25.03 29 Dec 1916
Apr 1919
-24.27 5 Feb 1980
Jun 1980
-23.47 30 Nov 1919
Apr 1922

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 1871 - 31 December 2024 (~154 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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Gold Warren Buffett Portfolio
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2024
 26.66 -4.49 23.12 -3.67
2023
 12.69 -7.22 24.86 -7.55
2022
 -0.77 -15.91 -18.29 -23.08
2021
 -4.15 -10.32 24.59 -4.32
2020
 24.81 -10.12 19.19 -17.49
2019
 17.86 -4.10 28.46 -5.73
2018
 -1.94 -11.66 -3.84 -12.09
2017
 12.81 -4.09 19.83 0.00
2016
 8.03 -15.02 10.69 -4.87
2015
 -10.67 -17.81 0.96 -7.73
2014
 -2.19 -12.44 12.08 -2.97
2013
 -28.33 -28.33 29.44 -2.62
2012
 6.60 -10.45 14.59 -6.10
2011
 9.57 -14.48 1.43 -15.04
2010
 29.27 -5.09 14.55 -11.71
2009
 24.03 -7.20 24.66 -16.03
2008
 4.92 -25.83 -32.35 -33.45
2007
 30.45 -4.20 6.30 -4.37
2006
 22.55 -8.63 14.32 -2.48
2005
 17.76 -4.91 5.58 -3.97
2004
 4.65 -8.31 9.73 -2.96
2003
 19.89 -8.88 25.87 -3.66
2002
 25.57 -6.72 -19.13 -24.82
2001
 0.75 -6.10 -10.04 -20.31
2000
 -5.44 -9.93 -7.27 -11.55
1999
 0.85 -11.47 19.15 -5.59
1998
 -0.83 -12.01 26.49 -13.83
1997
 -21.41 -21.41 30.52 -5.15
1996
 -4.59 -8.95 21.03 -3.99
1995
 0.98 -2.46 34.91 -0.25
1994
 -2.17 -3.91 1.01 -6.47
1993
 17.68 -11.51 9.53 -2.10
1992
 -5.73 -6.97 7.36 -2.36
1991
 -8.56 -10.05 28.35 -4.14
1990
 -3.11 -15.14 -2.00 -12.77
1989
 -2.84 -12.30 29.38 -2.30
1988
 -15.26 -18.05 15.17 -3.40
1987
 24.53 -1.97 4.71 -27.35
1986
 18.96 -8.14 17.29 -7.59
1985
 6.00 -6.67 29.49 -3.46
1984
 -19.38 -21.80 6.99 -6.07
1983
 -16.31 -23.52 19.96 -3.02
1982
 14.94 -20.13 21.09 -7.70
1981
 -32.60 -32.60 -3.26 -10.93
1980
 15.19 -24.27 29.60 -8.82
1979
 126.55 -4.46 17.05 -6.17
1978
 37.01 -20.28 5.62 -8.58
1977
 22.64 -4.00 -6.77 -10.10
1976
 -4.10 -25.85 22.58 -1.97
1975
 -24.80 -25.92 34.14 -11.01
1974
 66.15 -16.62 -23.54 -30.75
1973
 72.96 -20.49 -14.10 -15.10
1972
 49.02 -6.88 17.45 -1.74
1971
 16.70 -3.48 13.67 -7.10
1970
 6.16 -1.56 4.95 -17.25
1969
 -16.07 -19.25 -7.28 -9.56
1968
 18.16 -7.38 10.36 -5.60
1967
 0.28 0.00 21.92 -4.49
1966
 -0.28 -0.28 -8.57 -14.09
1965
 0.42 0.00 11.37 -4.53
1964
 0.28 0.00 15.12 -1.23
1963
 -0.28 -0.28 20.68 -2.38
1962
 -0.42 -0.42 -7.50 -19.86
1961
 -2.74 -2.74 24.37 -2.49
1960
 3.55 0.00 1.29 -6.95
1959
 0.00 0.00 10.87 -5.10
1958
 0.00 0.00 39.17 -1.46
1957
 0.14 0.00 -9.21 -12.91
1956
 0.14 0.00 6.10 -6.96
1955
 -0.28 -0.28 28.33 -2.43
1954
 -0.70 -0.70 47.42 -2.78
1953
 -8.27 -8.27 -0.68 -8.07
1952
 -3.25 -3.25 16.84 -3.31
1951
 -0.62 -0.62 22.18 -4.95
1950
 -0.62 -0.62 27.56 -4.82
1949
 -3.57 -3.57 16.43 -4.20
1948
 -2.33 -2.33 4.72 -9.37
1947
 12.42 0.00 4.83 -5.40
1946
 2.68 0.00 -7.24 -19.89
1945
 2.76 0.00 32.94 -3.82
1944
 -0.68 -0.68 17.83 -1.51
1943
 2.82 0.00 23.35 -8.12
1942
 0.00 0.00 19.04 -10.12
1941
 2.90 0.00 -10.47 -12.57
1940
 -1.43 -1.43 -8.93 -21.91
1939
 0.00 0.00 -0.71 -14.33
1938
 0.00 0.00 30.06 -22.24
1937
 0.00 0.00 -31.63 -35.23
1936
 0.00 0.00 29.65 -6.77
1935
 0.00 0.00 42.64 -8.74
1934
 8.29 0.00 -1.85 -18.67
1933
 56.36 0.00 47.84 -17.61
1932
 0.00 0.00 -7.22 -40.36
1931
 0.00 0.00 -39.39 -47.83
1930
 0.00 0.00 -22.03 -33.22
1929
 0.00 0.00 -7.44 -30.51
1928
 0.00 0.00 39.15 -3.41
1927
 0.00 0.00 33.87 -3.63
1926
 0.00 0.00 10.43 -8.30
1925
 0.00 0.00 26.87 -5.61
1924
 0.00 0.00 23.76 -3.57
1923
 0.00 0.00 4.17 -12.09
1922
 0.00 0.00 25.52 -4.09
1921
 0.00 0.00 14.22 -7.26
1920
 0.00 0.00 -17.37 -17.55
1919
 0.00 0.00 19.03 -6.76
1918
 0.00 0.00 23.53 -2.81
1917
 0.00 0.00 -22.57 -22.57
1916
 0.00 0.00 8.31 -3.17
1915
 0.00 0.00 32.47 -1.72
1914
 0.00 0.00 -2.69 -16.94
1913
 0.00 0.00 -8.10 -9.68
1912
 0.00 0.00 7.42 -3.53
1911
 0.00 0.00 5.58 -8.31
1910
 0.00 0.00 -6.56 -12.23
1909
 0.00 0.00 17.29 -2.20
1908
 0.00 0.00 41.02 -2.76
1907
 0.00 0.00 -26.28 -29.55
1906
 0.00 0.00 6.52 -5.84
1905
 0.00 0.00 17.87 -5.03
1904
 0.00 0.00 28.41 -2.12
1903
 0.00 0.00 -12.70 -20.83
1902
 0.00 0.00 4.74 -7.42
1901
 0.00 0.00 24.93 -5.95
1900
 0.00 0.00 10.87 -6.21
1899
 0.00 0.00 8.97 -5.80
1898
 0.00 0.00 21.34 -5.52
1897
 0.00 0.00 15.72 -5.41
1896
 0.00 0.00 2.13 -11.61
1895
 0.00 0.00 4.21 -8.87
1894
 0.00 0.00 2.30 -5.30
1893
 0.00 0.00 -13.61 -22.56
1892
 0.00 0.00 5.62 -2.01
1891
 0.00 0.00 21.07 -2.84
1890
 0.00 0.00 -8.74 -14.28
1889
 0.00 0.00 7.15 -2.07
1888
 0.00 0.00 2.28 -3.19
1887
 0.00 0.00 -1.95 -9.29
1886
 0.00 0.00 11.65 -3.90
1885
 0.00 0.00 24.10 -1.67
1884
 0.00 0.00 -11.59 -13.08
1883
 0.00 0.00 -2.16 -5.03
1882
 0.00 0.00 2.42 -5.39
1881
 0.00 0.00 7.13 -5.89
1880
 0.00 0.00 22.34 -8.26
1879
 -0.10 -0.10 44.89 -0.91
1878
 -2.64 -2.64 10.78 -1.28
1877
 -4.71 -4.71 -3.06 -18.64
1876
 -5.27 -5.27 -10.41 -14.59
1875
 1.95 0.00 2.65 -4.05
1874
 1.54 0.00 9.72 -4.25
1873
 -1.94 -1.94 -5.05 -15.65
1872
 2.66 0.00 12.20 -2.37
1871
 -1.27 -1.27 11.39 -4.36
Mastering Etf Investing
The first official book of
Mastering ETF Investing
Build wealth
with Lazy Portfolios and Passive Investing
Buy now
English book
Buy now
Italian book