Ben Stein Long Term vs Warren Buffett Portfolio Comparison

Simulation Settings
Period: January 1976 - November 2024 (~49 years)
Consolidated Returns as of 30 November 2024
Rebalancing: at every Jan 1st
Currency: USD
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Ben Stein Long Term Portfolio
1.00$
Initial Capital
December 1994
9.89$
Final Capital
November 2024
7.94%
Yearly Return
12.43
Std Deviation
-45.92%
Max Drawdown
42months
Recovery Period
Warren Buffett Portfolio
1.00$
Initial Capital
December 1994
20.00$
Final Capital
November 2024
10.50%
Yearly Return
13.66
Std Deviation
-45.52%
Max Drawdown
42months
Recovery Period
Ben Stein Long Term Portfolio
1.00$
Initial Capital
January 1976
120.62$
Final Capital
November 2024
10.29%
Yearly Return
12.15
Std Deviation
-45.92%
Max Drawdown
42months
Recovery Period
Warren Buffett Portfolio
1.00$
Initial Capital
January 1976
192.39$
Final Capital
November 2024
11.35%
Yearly Return
13.61
Std Deviation
-45.52%
Max Drawdown
42months
Recovery Period

The Ben Stein Long Term Portfolio obtained a 7.94% compound annual return, with a 12.43% standard deviation, in the last 30 Years.

The Warren Buffett Portfolio obtained a 10.50% compound annual return, with a 13.66% standard deviation, in the last 30 Years.

Returns as of Nov 30, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 January 1976 - 30 November 2024 (~49 years)
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Return (%) as of Nov 30, 2024
YTD
(11M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~49Y)
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_ben_stein.webp Long Term Portfolio
Ben Stein 		14.38 3.35 9.24 20.49 8.32 7.29 7.94 10.29
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_warren_buffett.webp Warren Buffett Portfolio
Warren Buffett 		25.92 5.71 14.44 31.23 14.39 12.15 10.50 11.35
Return over 1 year are annualized.

Capital Growth as of Nov 30, 2024

Ben Stein Long Term Portfolio: an investment of 1$, since December 1994, now would be worth 9.89$, with a total return of 889.17% (7.94% annualized).

Warren Buffett Portfolio: an investment of 1$, since December 1994, now would be worth 20.00$, with a total return of 1900.24% (10.50% annualized).


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Ben Stein Long Term Portfolio: an investment of 1$, since January 1976, now would be worth 120.62$, with a total return of 11962.16% (10.29% annualized).

Warren Buffett Portfolio: an investment of 1$, since January 1976, now would be worth 192.39$, with a total return of 19138.74% (11.35% annualized).


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Metrics as of Nov 30, 2024

The following metrics, updated as of 30 November 2024, provide an overview of performance and risk.

METRIC COMPARISON
Period: 1 December 2023 - 30 November 2024 (1 year)
Period: 1 December 2019 - 30 November 2024 (5 years)
Period: 1 December 2014 - 30 November 2024 (10 years)
Period: 1 December 1994 - 30 November 2024 (30 years)
Period: 1 January 1976 - 30 November 2024 (~49 years)
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Long Term Portfolio Warren Buffett Portfolio
Author Ben Stein Warren Buffett
ASSET ALLOCATION
Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 20.49 31.23
Infl. Adjusted Return (%) 17.29 27.74
DRAWDOWN
Deepest Drawdown Depth (%) -3.34 -3.67
Start to Recovery (months) 2 2
Longest Drawdown Depth (%) -1.17 -3.67
Start to Recovery (months) 2 2
Longest Negative Period (months) 2 2
RISK INDICATORS
Standard Deviation (%) 8.53 8.64
Sharpe Ratio 1.79 3.01
Sortino Ratio 2.26 3.76
Ulcer Index 1.13 1.04
Ratio: Return / Standard Deviation 2.40 3.61
Ratio: Return / Deepest Drawdown 6.14 8.52
Metrics calculated over the period 1 December 2023 - 30 November 2024
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Long Term Portfolio Warren Buffett Portfolio
Author Ben Stein Warren Buffett
ASSET ALLOCATION
Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.32 14.39
Infl. Adjusted Return (%) 3.97 9.80
DRAWDOWN
Deepest Drawdown Depth (%) -20.52 -23.08
Start to Recovery (months) 26 24
Longest Drawdown Depth (%) -20.52 -23.08
Start to Recovery (months) 26 24
Longest Negative Period (months) 32 28
RISK INDICATORS
Standard Deviation (%) 14.31 16.38
Sharpe Ratio 0.42 0.74
Sortino Ratio 0.56 0.97
Ulcer Index 7.63 8.32
Ratio: Return / Standard Deviation 0.58 0.88
Ratio: Return / Deepest Drawdown 0.41 0.62
Metrics calculated over the period 1 December 2019 - 30 November 2024
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Long Term Portfolio Warren Buffett Portfolio
Author Ben Stein Warren Buffett
ASSET ALLOCATION
Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 7.29 12.15
Infl. Adjusted Return (%) 4.24 8.95
DRAWDOWN
Deepest Drawdown Depth (%) -20.52 -23.08
Start to Recovery (months) 26 24
Longest Drawdown Depth (%) -20.52 -23.08
Start to Recovery (months) 26 24
Longest Negative Period (months) 34 28
RISK INDICATORS
Standard Deviation (%) 12.00 13.85
Sharpe Ratio 0.48 0.76
Sortino Ratio 0.64 1.02
Ulcer Index 5.92 6.30
Ratio: Return / Standard Deviation 0.61 0.88
Ratio: Return / Deepest Drawdown 0.36 0.53
Metrics calculated over the period 1 December 2014 - 30 November 2024
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Long Term Portfolio Warren Buffett Portfolio
Author Ben Stein Warren Buffett
ASSET ALLOCATION
Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 7.94 10.50
Infl. Adjusted Return (%) 5.28 7.78
DRAWDOWN
Deepest Drawdown Depth (%) -45.92 -45.52
Start to Recovery (months) 42 42
Longest Drawdown Depth (%) -45.92 -39.67
Start to Recovery (months) 42 73
Longest Negative Period (months) 110 132
RISK INDICATORS
Standard Deviation (%) 12.43 13.66
Sharpe Ratio 0.45 0.60
Sortino Ratio 0.59 0.79
Ulcer Index 9.46 12.58
Ratio: Return / Standard Deviation 0.64 0.77
Ratio: Return / Deepest Drawdown 0.17 0.23
Metrics calculated over the period 1 December 1994 - 30 November 2024
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Long Term Portfolio Warren Buffett Portfolio
Author Ben Stein Warren Buffett
ASSET ALLOCATION
Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.29 11.35
Infl. Adjusted Return (%) 6.44 7.46
DRAWDOWN
Deepest Drawdown Depth (%) -45.92 -45.52
Start to Recovery (months) 42 42
Longest Drawdown Depth (%) -45.92 -39.67
Start to Recovery (months) 42 73
Longest Negative Period (months) 110 132
RISK INDICATORS
Standard Deviation (%) 12.15 13.61
Sharpe Ratio 0.50 0.52
Sortino Ratio 0.65 0.70
Ulcer Index 7.87 10.54
Ratio: Return / Standard Deviation 0.85 0.83
Ratio: Return / Deepest Drawdown 0.22 0.25
Metrics calculated over the period 1 January 1976 - 30 November 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 December 1994 - 30 November 2024 (30 years)
Period: 1 January 1976 - 30 November 2024 (~49 years)

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Long Term Portfolio Warren Buffett Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-45.92 42 Nov 2007
Apr 2011
-45.52 42 Nov 2007
Apr 2011
-39.67 73 Sep 2000
Sep 2006
-23.11 39 Sep 2000
Nov 2003
-23.08 24 Jan 2022
Dec 2023
-20.52 26 Jan 2022
Feb 2024
-19.33 11 Jan 2020
Nov 2020
-17.49 6 Feb 2020
Jul 2020
-16.94 19 May 2011
Nov 2012
-15.80 11 May 1998
Mar 1999
-15.04 10 May 2011
Feb 2012
-13.83 5 Jul 1998
Nov 1998
-12.09 7 Oct 2018
Apr 2019
-10.70 8 Sep 2018
Apr 2019
-9.84 14 Jun 2015
Jul 2016

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Long Term Portfolio Warren Buffett Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-45.92 42 Nov 2007
Apr 2011
-45.52 42 Nov 2007
Apr 2011
-39.67 73 Sep 2000
Sep 2006
-27.35 21 Sep 1987
May 1989
-23.11 39 Sep 2000
Nov 2003
-23.08 24 Jan 2022
Dec 2023
-20.52 26 Jan 2022
Feb 2024
-20.11 17 Sep 1987
Jan 1989
-19.33 11 Jan 2020
Nov 2020
-17.49 6 Feb 2020
Jul 2020
-16.94 19 May 2011
Nov 2012
-15.80 11 May 1998
Mar 1999
-15.40 14 Jan 1990
Feb 1991
-15.04 10 May 2011
Feb 2012
-13.83 5 Jul 1998
Nov 1998

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
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1976 - 30 November 2024 (~49 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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Long Term Portfolio Warren Buffett Portfolio
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2024
 14.38 -3.34 25.92 -3.67
2023
 16.02 -8.92 24.86 -7.55
2022
 -14.26 -20.52 -18.29 -23.08
2021
 16.72 -3.20 24.59 -4.32
2020
 9.40 -19.33 19.19 -17.49
2019
 21.13 -4.75 28.46 -5.73
2018
 -7.39 -10.70 -3.84 -12.09
2017
 16.88 0.00 19.83 0.00
2016
 9.22 -4.80 10.69 -4.87
2015
 -2.18 -8.57 0.96 -7.73
2014
 5.91 -3.45 12.08 -2.97
2013
 18.10 -2.66 29.44 -2.62
2012
 14.19 -7.09 14.59 -6.10
2011
 -3.35 -16.94 1.43 -15.04
2010
 13.80 -10.43 14.55 -11.71
2009
 26.25 -17.28 24.66 -16.03
2008
 -30.51 -33.62 -32.35 -33.45
2007
 5.66 -5.92 6.30 -4.37
2006
 19.42 -3.62 14.32 -2.48
2005
 10.21 -3.30 5.58 -3.97
2004
 15.66 -4.29 9.73 -2.96
2003
 30.79 -3.98 25.87 -3.66
2002
 -10.67 -17.62 -19.13 -24.82
2001
 -4.80 -15.85 -10.04 -20.31
2000
 -2.79 -8.99 -7.27 -11.55
1999
 21.76 -2.43 19.15 -5.59
1998
 7.54 -15.80 26.49 -13.83
1997
 13.81 -4.54 30.52 -5.15
1996
 15.37 -3.55 21.03 -3.99
1995
 16.95 -1.90 34.91 -0.25
1994
 -0.18 -6.15 1.01 -6.47
1993
 23.87 -3.66 9.53 -2.10
1992
 3.67 -3.34 7.36 -2.36
1991
 31.77 -4.13 28.35 -4.14
1990
 -8.84 -15.40 -2.00 -12.77
1989
 25.31 -2.86 29.38 -2.30
1988
 19.53 -2.49 15.17 -3.40
1987
 2.59 -20.11 4.71 -27.35
1986
 22.75 -4.06 17.29 -7.59
1985
 30.54 -2.54 29.49 -3.46
1984
 8.43 -3.82 6.99 -6.07
1983
 22.02 -2.01 19.96 -3.02
1982
 10.55 -11.34 21.09 -7.70
1981
 1.38 -8.32 -3.26 -10.93
1980
 22.39 -9.78 29.60 -8.82
1979
 19.59 -7.08 17.05 -6.17
1978
 14.86 -7.96 5.62 -8.58
1977
 8.12 -1.77 -6.77 -10.10
1976
 20.36 -2.40 22.58 -1.97