Bogleheads Three Funds Portfolio vs Value Stock Geek Weird Portfolio Portfolio Comparison

Simulation Settings
Period: January 1975 - December 2024 (~50 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 1975)
Bogleheads Three Funds Portfolio
1.00$
Initial Capital
January 1995
10.53$
Final Capital
December 2024
8.16%
Yearly Return
12.41%
Std Deviation
-43.68%
Max Drawdown
42months
Recovery Period
1.00$
Initial Capital
January 1975
143.41$
Final Capital
December 2024
10.44%
Yearly Return
12.40%
Std Deviation
-43.68%
Max Drawdown
42months
Recovery Period
Value Stock Geek Weird Portfolio
1.00$
Initial Capital
January 1995
11.78$
Final Capital
December 2024
8.57%
Yearly Return
10.97%
Std Deviation
-32.97%
Max Drawdown
29months
Recovery Period
1.00$
Initial Capital
January 1975
185.50$
Final Capital
December 2024
11.01%
Yearly Return
10.90%
Std Deviation
-32.97%
Max Drawdown
29months
Recovery Period

As of December 2024, in the previous 30 Years, the Bogleheads Three Funds Portfolio obtained a 8.16% compound annual return, with a 12.41% standard deviation. It suffered a maximum drawdown of -43.68% that required 42 months to be recovered.

As of December 2024, in the previous 30 Years, the Value Stock Geek Weird Portfolio obtained a 8.57% compound annual return, with a 10.97% standard deviation. It suffered a maximum drawdown of -32.97% that required 29 months to be recovered.

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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Bogleheads Three Funds Portfolio
Weight
(%)		 ETF
Ticker		 Name
50.00
VTI
Vanguard Total Stock Market
30.00
VEU
Vanguard FTSE All-World ex-US
20.00
BND
Vanguard Total Bond Market
Value Stock Geek Weird Portfolio
Weight
(%)		 ETF
Ticker		 Name
20.00
IJS
iShares S&P Small-Cap 600 Value
20.00
SCZ
iShares MSCI EAFE Small-Cap
20.00
VNQ
Vanguard Real Estate
20.00
TLT
iShares 20+ Year Treasury Bond
20.00
GLD
SPDR Gold Trust
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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 1975 - 31 December 2024 (~50 years)
Swipe left to see all data
Return (%) as of Dec 31, 2024
YTD
(12M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~50Y)
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_bogleheads.webp Three Funds
Bogleheads 		13.85 -2.68 5.06 13.85 8.28 8.18 8.16 10.44
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_value_stock_geek.webp Weird Portfolio
Value Stock Geek 		6.45 -5.15 6.49 6.45 4.11 5.46 8.57 11.01
Return over 1 year are annualized.
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Capital Growth as of Dec 31, 2024

Bogleheads Three Funds Portfolio: an investment of 1$, since January 1995, now would be worth 10.53$, with a total return of 952.68% (8.16% annualized).

Value Stock Geek Weird Portfolio: an investment of 1$, since January 1995, now would be worth 11.78$, with a total return of 1078.23% (8.57% annualized).


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Bogleheads Three Funds Portfolio: an investment of 1$, since January 1975, now would be worth 143.41$, with a total return of 14241.13% (10.44% annualized).

Value Stock Geek Weird Portfolio: an investment of 1$, since January 1975, now would be worth 185.50$, with a total return of 18449.74% (11.01% 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 1975 - 31 December 2024 (~50 years)
Swipe left to see all data
Three Funds Weird Portfolio
Author Bogleheads Value Stock Geek
ASSET ALLOCATION
Stocks 80% 60%
Fixed Income 20% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 13.85 6.45
Infl. Adjusted Return (%) 11.08 3.86
DRAWDOWN
Deepest Drawdown Depth (%) -3.44 -5.15
Start to Recovery (months) 2 1*
Longest Drawdown Depth (%) -3.44 -4.13
Start to Recovery (months) 2 4
Longest Negative Period (months) 3* 6
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 8.52 12.18
Sharpe Ratio 1.02 0.10
Sortino Ratio 1.26 0.14
Ulcer Index 1.35 2.28
Ratio: Return / Standard Deviation 1.63 0.53
Ratio: Return / Deepest Drawdown 4.03 1.25
Metrics calculated over the period 1 January 2024 - 31 December 2024
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Three Funds Weird Portfolio
Author Bogleheads Value Stock Geek
ASSET ALLOCATION
Stocks 80% 60%
Fixed Income 20% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 8.28 4.11
Infl. Adjusted Return (%) 4.00 -0.01
DRAWDOWN
Deepest Drawdown Depth (%) -23.18 -24.18
Start to Recovery (months) 26 33
Longest Drawdown Depth (%) -23.18 -24.18
Start to Recovery (months) 26 33
Longest Negative Period (months) 34 46
RISK INDICATORS
Standard Deviation (%) 14.80 14.65
Sharpe Ratio 0.40 0.12
Sortino Ratio 0.54 0.17
Ulcer Index 8.36 10.32
Ratio: Return / Standard Deviation 0.56 0.28
Ratio: Return / Deepest Drawdown 0.36 0.17
Metrics calculated over the period 1 January 2020 - 31 December 2024
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Three Funds Weird Portfolio
Author Bogleheads Value Stock Geek
ASSET ALLOCATION
Stocks 80% 60%
Fixed Income 20% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 8.18 5.46
Infl. Adjusted Return (%) 5.07 2.42
DRAWDOWN
Deepest Drawdown Depth (%) -23.18 -24.18
Start to Recovery (months) 26 33
Longest Drawdown Depth (%) -23.18 -24.18
Start to Recovery (months) 26 33
Longest Negative Period (months) 34 47
RISK INDICATORS
Standard Deviation (%) 12.37 11.69
Sharpe Ratio 0.53 0.33
Sortino Ratio 0.71 0.45
Ulcer Index 6.42 7.64
Ratio: Return / Standard Deviation 0.66 0.47
Ratio: Return / Deepest Drawdown 0.35 0.23
Metrics calculated over the period 1 January 2015 - 31 December 2024
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Three Funds Weird Portfolio
Author Bogleheads Value Stock Geek
ASSET ALLOCATION
Stocks 80% 60%
Fixed Income 20% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 8.16 8.57
Infl. Adjusted Return (%) 5.51 5.90
DRAWDOWN
Deepest Drawdown Depth (%) -43.68 -32.97
Start to Recovery (months) 42 29
Longest Drawdown Depth (%) -33.38 -24.18
Start to Recovery (months) 57 33
Longest Negative Period (months) 118 47
RISK INDICATORS
Standard Deviation (%) 12.41 10.97
Sharpe Ratio 0.47 0.57
Sortino Ratio 0.62 0.76
Ulcer Index 10.83 6.63
Ratio: Return / Standard Deviation 0.66 0.78
Ratio: Return / Deepest Drawdown 0.19 0.26
Metrics calculated over the period 1 January 1995 - 31 December 2024
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Three Funds Weird Portfolio
Author Bogleheads Value Stock Geek
ASSET ALLOCATION
Stocks 80% 60%
Fixed Income 20% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 10.44 11.01
Infl. Adjusted Return (%) 6.52 7.07
DRAWDOWN
Deepest Drawdown Depth (%) -43.68 -32.97
Start to Recovery (months) 42 29
Longest Drawdown Depth (%) -33.38 -24.18
Start to Recovery (months) 57 33
Longest Negative Period (months) 118 47
RISK INDICATORS
Standard Deviation (%) 12.40 10.90
Sharpe Ratio 0.50 0.62
Sortino Ratio 0.67 0.83
Ulcer Index 8.85 5.74
Ratio: Return / Standard Deviation 0.84 1.01
Ratio: Return / Deepest Drawdown 0.24 0.33
Metrics calculated over the period 1 January 1975 - 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 1975 - 31 December 2024 (~50 years)

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Three Funds Weird Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-43.68 42 Nov 2007
Apr 2011
-33.38 57 Apr 2000
Dec 2004
-32.97 29 Nov 2007
Mar 2010
-24.18 33 Jan 2022
Sep 2024
-23.18 26 Jan 2022
Feb 2024
-17.01 7 Jan 2020
Jul 2020
-15.77 17 May 2011
Sep 2012
-13.36 6 Feb 2020
Jul 2020
-13.23 27 Apr 1998
Jun 2000
-12.46 5 Jul 1998
Nov 1998
-10.53 15 Feb 2018
Apr 2019
-9.88 14 Jun 2015
Jul 2016
-8.66 8 Sep 2018
Apr 2019
-8.65 12 Jun 2002
May 2003
-7.32 6 Apr 2004
Sep 2004

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Three Funds Weird Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-43.68 42 Nov 2007
Apr 2011
-33.38 57 Apr 2000
Dec 2004
-32.97 29 Nov 2007
Mar 2010
-24.18 33 Jan 2022
Sep 2024
-23.18 26 Jan 2022
Feb 2024
-19.21 17 Sep 1987
Jan 1989
-17.01 7 Jan 2020
Jul 2020
-16.24 18 Dec 1989
May 1991
-15.77 17 May 2011
Sep 2012
-15.31 14 Jan 1990
Feb 1991
-15.06 5 Feb 1980
Jun 1980
-14.03 23 Dec 1980
Oct 1982
-13.36 6 Feb 2020
Jul 2020
-13.23 27 Apr 1998
Jun 2000
-12.71 14 Sep 1987
Oct 1988

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 - 31 December 2024 (~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.

Swipe left to see all data
Three Funds Weird Portfolio
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2024
 13.85 -3.44 6.45 -5.15
2023
 18.86 -8.74 10.94 -12.66
2022
 -17.06 -23.18 -18.17 -24.18
2021
 14.95 -3.53 14.49 -3.51
2020
 15.39 -17.01 10.52 -13.36
2019
 23.65 -4.68 21.93 -1.68
2018
 -6.89 -10.53 -8.01 -8.66
2017
 19.54 0.00 14.20 -0.31
2016
 8.39 -4.82 10.34 -6.58
2015
 -1.14 -8.74 -1.57 -7.20
2014
 6.07 -3.01 11.39 -5.08
2013
 20.56 -2.36 5.71 -6.89
2012
 14.53 -7.09 13.28 -4.45
2011
 -2.14 -15.77 7.07 -5.96
2010
 13.50 -9.82 22.57 -4.90
2009
 26.45 -15.70 19.50 -17.34
2008
 -30.15 -33.07 -15.22 -24.57
2007
 8.73 -4.35 4.32 -4.58
2006
 16.69 -3.08 21.26 -3.05
2005
 8.30 -3.34 13.51 -2.30
2004
 13.49 -2.83 20.31 -7.32
2003
 28.27 -3.88 32.68 -1.93
2002
 -13.11 -18.90 7.55 -8.65
2001
 -9.84 -18.61 4.90 -4.41
2000
 -7.69 -11.84 11.88 -2.51
1999
 20.73 -2.88 2.11 -4.11
1998
 18.03 -12.46 -0.30 -13.23
1997
 17.15 -4.61 4.80 -3.83
1996
 12.60 -3.77 10.07 -2.17
1995
 22.72 -1.03 14.94 -1.53
1994
 2.31 -4.84 -4.11 -7.57
1993
 16.23 -4.16 21.05 -2.35
1992
 1.54 -4.66 10.23 -2.71
1991
 22.09 -4.27 18.76 -2.61
1990
 -8.74 -15.31 -10.86 -16.22
1989
 20.64 -2.08 13.23 -1.43
1988
 17.83 -3.20 12.98 -1.18
1987
 10.76 -19.21 8.44 -12.71
1986
 29.32 -4.89 28.08 -2.01
1985
 35.27 -2.34 30.14 -1.95
1984
 4.95 -7.57 5.34 -5.43
1983
 19.49 -2.98 16.56 -1.96
1982
 16.05 -10.52 23.60 -8.30
1981
 -1.38 -10.40 -2.54 -10.01
1980
 24.15 -10.43 16.86 -15.06
1979
 15.99 -7.03 40.61 -8.18
1978
 13.84 -7.76 20.11 -6.79
1977
 3.33 -3.91 16.95 -0.10
1976
 16.66 -2.66 23.87 -2.72
1975
 29.64 -10.48 18.84 -10.11
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