Dedalo Invest Dedalo Three Portfolio vs Technology Portfolio Portfolio Comparison

Simulation Settings
Period: January 1971 - January 2025 (~54 years)
Consolidated Returns as of 31 January 2025
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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Results
30 Years
All (since January 1971)
Inflation Adjusted:
Dedalo Invest Dedalo Three Portfolio
1.00$
Initial Capital
February 1995
17.73$
Final Capital
January 2025
10.06%
Yearly Return
15.51%
Std Deviation
-52.14%
Max Drawdown
59months
Recovery Period
1.00$
Initial Capital
February 1995
8.40$
Final Capital
January 2025
7.35%
Yearly Return
15.51%
Std Deviation
-52.93%
Max Drawdown
65months
Recovery Period
1.00$
Initial Capital
January 1971
244.03$
Final Capital
January 2025
10.70%
Yearly Return
15.51%
Std Deviation
-52.14%
Max Drawdown
59months
Recovery Period
1.00$
Initial Capital
January 1971
30.57$
Final Capital
January 2025
6.53%
Yearly Return
15.51%
Std Deviation
-53.64%
Max Drawdown
124months
Recovery Period
Technology Portfolio
1.00$
Initial Capital
February 1995
61.60$
Final Capital
January 2025
14.72%
Yearly Return
23.96%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period
1.00$
Initial Capital
February 1995
29.18$
Final Capital
January 2025
11.90%
Yearly Return
23.96%
Std Deviation
-82.10%
Max Drawdown
206months
Recovery Period
1.00$
Initial Capital
January 1971
705.77$
Final Capital
January 2025
12.89%
Yearly Return
22.39%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period
1.00$
Initial Capital
January 1971
88.42$
Final Capital
January 2025
8.64%
Yearly Return
22.39%
Std Deviation
-82.10%
Max Drawdown
206months
Recovery Period

As of January 2025, in the previous 30 Years, the Dedalo Invest Dedalo Three Portfolio obtained a 10.06% compound annual return, with a 15.51% standard deviation. It suffered a maximum drawdown of -52.14% that required 59 months to be recovered.

As of January 2025, in the previous 30 Years, the Technology Portfolio obtained a 14.72% compound annual return, with a 23.96% standard deviation. It suffered a maximum drawdown of -81.08% that required 175 months to be recovered.

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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Dedalo Invest Dedalo Three Portfolio
Weight
(%)		 ETF
Ticker		 Name
70.00
VTI
Vanguard Total Stock Market
30.00
VT
Vanguard Total World Stock
Technology Portfolio
Weight
(%)		 ETF
Ticker		 Name
100.00
QQQ
Invesco QQQ Trust
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Portfolio Returns as of Jan 31, 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 1971 - 31 January 2025 (~54 years)
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Return (%) as of Jan 31, 2025
YTD
(1M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~54Y)
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_dedaloinvest.webp Dedalo Three
Dedalo Invest 		3.04 3.04 9.16 24.34 13.47 12.16 10.06 10.70
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp Technology
-- Market Benchmark 		2.16 2.16 11.21 26.00 19.71 18.77 14.72 12.89
Return over 1 year are annualized.
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Capital Growth as of Jan 31, 2025

Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since February 1995, now would be worth 17.73$, with a total return of 1672.95% (10.06% annualized).

Technology Portfolio: an investment of 1$, since February 1995, now would be worth 61.60$, with a total return of 6060.14% (14.72% annualized).


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Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since January 1971, now would be worth 244.03$, with a total return of 24303.42% (10.70% annualized).

Technology Portfolio: an investment of 1$, since January 1971, now would be worth 705.77$, with a total return of 70476.80% (12.89% annualized).


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Portfolio Metrics as of Jan 31, 2025

The following metrics, updated as of 31 January 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 February 2024 - 31 January 2025 (1 year)
Period: 1 February 2020 - 31 January 2025 (5 years)
Period: 1 February 2015 - 31 January 2025 (10 years)
Period: 1 February 1995 - 31 January 2025 (30 years)
Period: 1 January 1971 - 31 January 2025 (~54 years)
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Dedalo Three Technology
Author Dedalo Invest
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 24.34 26.00
Infl. Adjusted Return (%) 21.21 22.83
DRAWDOWN
Deepest Drawdown Depth (%) -4.12 -4.37
Start to Recovery (months) 2 2
Longest Drawdown Depth (%) -3.01 -1.68
Start to Recovery (months) 2* 3
Longest Negative Period (months) 2 2
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 10.38 11.21
Sharpe Ratio 1.85 1.86
Sortino Ratio 2.31 2.57
Ulcer Index 1.45 1.33
Ratio: Return / Standard Deviation 2.34 2.32
Ratio: Return / Deepest Drawdown 5.91 5.95
Metrics calculated over the period 1 February 2024 - 31 January 2025
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Dedalo Three Technology
Author Dedalo Invest
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 13.47 19.71
Infl. Adjusted Return (%) 8.92 14.91
DRAWDOWN
Deepest Drawdown Depth (%) -25.03 -32.58
Start to Recovery (months) 24 24
Longest Drawdown Depth (%) -25.03 -32.58
Start to Recovery (months) 24 24
Longest Negative Period (months) 30 28
RISK INDICATORS
Standard Deviation (%) 18.25 21.35
Sharpe Ratio 0.61 0.81
Sortino Ratio 0.80 1.10
Ulcer Index 9.06 12.53
Ratio: Return / Standard Deviation 0.74 0.92
Ratio: Return / Deepest Drawdown 0.54 0.60
Metrics calculated over the period 1 February 2020 - 31 January 2025
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Dedalo Three Technology
Author Dedalo Invest
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 12.16 18.77
Infl. Adjusted Return (%) 8.82 15.23
DRAWDOWN
Deepest Drawdown Depth (%) -25.03 -32.58
Start to Recovery (months) 24 24
Longest Drawdown Depth (%) -25.03 -32.58
Start to Recovery (months) 24 24
Longest Negative Period (months) 30 28
RISK INDICATORS
Standard Deviation (%) 15.38 18.43
Sharpe Ratio 0.68 0.93
Sortino Ratio 0.91 1.26
Ulcer Index 7.01 9.40
Ratio: Return / Standard Deviation 0.79 1.02
Ratio: Return / Deepest Drawdown 0.49 0.58
Metrics calculated over the period 1 February 2015 - 31 January 2025
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Dedalo Three Technology
Author Dedalo Invest
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.06 14.72
Infl. Adjusted Return (%) 7.35 11.90
DRAWDOWN
Deepest Drawdown Depth (%) -52.14 -81.08
Start to Recovery (months) 59 175
Longest Drawdown Depth (%) -44.69 -81.08
Start to Recovery (months) 65 175
Longest Negative Period (months) 137 174
RISK INDICATORS
Standard Deviation (%) 15.51 23.96
Sharpe Ratio 0.50 0.52
Sortino Ratio 0.65 0.70
Ulcer Index 14.63 39.57
Ratio: Return / Standard Deviation 0.65 0.61
Ratio: Return / Deepest Drawdown 0.19 0.18
Metrics calculated over the period 1 February 1995 - 31 January 2025
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Dedalo Three Technology
Author Dedalo Invest
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.70 12.89
Infl. Adjusted Return (%) 6.53 8.64
DRAWDOWN
Deepest Drawdown Depth (%) -52.14 -81.08
Start to Recovery (months) 59 175
Longest Drawdown Depth (%) -44.69 -81.08
Start to Recovery (months) 65 175
Longest Negative Period (months) 137 174
RISK INDICATORS
Standard Deviation (%) 15.51 22.39
Sharpe Ratio 0.41 0.38
Sortino Ratio 0.55 0.52
Ulcer Index 12.72 31.97
Ratio: Return / Standard Deviation 0.69 0.58
Ratio: Return / Deepest Drawdown 0.21 0.16
Metrics calculated over the period 1 January 1971 - 31 January 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 February 1995 - 31 January 2025 (30 years)
Period: 1 January 1971 - 31 January 2025 (~54 years)

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Dedalo Three Technology
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-81.08 175 Apr 2000
Oct 2014
-52.14 59 Nov 2007
Sep 2012
-44.69 65 Sep 2000
Jan 2006
-32.58 24 Jan 2022
Dec 2023
-25.03 24 Jan 2022
Dec 2023
-21.23 7 Jan 2020
Jul 2020
-17.27 5 Jul 1998
Nov 1998
-17.20 3 Aug 1998
Oct 1998
-16.96 8 Sep 2018
Apr 2019
-13.86 7 Oct 2018
Apr 2019
-13.51 4 Feb 1997
May 1997
-12.90 3 Feb 2020
Apr 2020
-10.50 7 Aug 1997
Feb 1998
-10.24 14 Jun 2015
Jul 2016
-9.82 8 Dec 2015
Jul 2016

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Dedalo Three Technology
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-81.08 175 Apr 2000
Oct 2014
-58.37 68 Jan 1973
Aug 1978
-52.14 59 Nov 2007
Sep 2012
-44.80 48 Jan 1973
Dec 1976
-44.69 65 Sep 2000
Jan 2006
-34.57 21 Sep 1987
May 1989
-32.58 24 Jan 2022
Dec 2023
-28.32 20 Sep 1987
Apr 1989
-27.93 29 Jul 1983
Nov 1985
-27.64 8 Jul 1990
Feb 1991
-25.11 18 Jun 1981
Nov 1982
-25.03 24 Jan 2022
Dec 2023
-21.23 7 Jan 2020
Jul 2020
-19.01 6 Feb 1980
Jul 1980
-18.81 23 Dec 1980
Oct 1982

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 1971 - 31 January 2025 (~54 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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Dedalo Three Technology
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 3.04 0.00 2.16 0.00
2024
 21.62 -4.12 25.58 -4.37
2023
 24.84 -9.28 54.86 -8.42
2022
 -19.06 -25.03 -32.58 -32.58
2021
 23.45 -4.36 27.42 -5.68
2020
 19.70 -21.23 48.40 -12.90
2019
 29.51 -6.31 38.96 -8.23
2018
 -6.58 -13.86 -0.12 -16.96
2017
 22.20 0.00 32.66 -2.32
2016
 11.53 -6.09 7.10 -8.37
2015
 -0.31 -9.69 9.45 -8.88
2014
 9.88 -3.55 19.18 -3.04
2013
 30.30 -2.87 36.63 -2.39
2012
 16.65 -7.77 18.12 -8.13
2011
 -1.57 -18.86 3.47 -10.79
2010
 16.12 -13.01 20.14 -12.93
2009
 30.02 -18.21 54.68 -7.43
2008
 -38.58 -39.39 -41.73 -43.03
2007
 7.43 -4.72 19.02 -6.83
2006
 17.68 -2.99 7.14 -11.54
2005
 7.97 -3.59 1.57 -12.37
2004
 14.03 -3.28 10.54 -9.86
2003
 32.35 -3.73 49.67 -2.90
2002
 -20.01 -26.98 -37.37 -46.75
2001
 -12.52 -24.34 -33.34 -54.93
2000
 -10.82 -15.16 -36.11 -46.69
1999
 24.56 -5.78 101.95 -9.49
1998
 23.06 -17.27 85.30 -17.20
1997
 26.24 -5.13 20.63 -13.51
1996
 18.59 -5.91 42.54 -8.14
1995
 30.83 -1.31 42.54 -3.77
1994
 1.59 -6.54 1.50 -12.97
1993
 14.86 -2.28 10.58 -8.26
1992
 5.08 -2.85 8.86 -13.48
1991
 28.61 -4.77 64.99 -8.89
1990
 -9.23 -17.64 -10.41 -27.64
1989
 24.94 -3.57 26.17 -4.64
1988
 19.28 -3.15 13.54 -10.50
1987
 6.82 -28.32 10.50 -34.57
1986
 23.00 -7.23 6.89 -15.73
1985
 34.39 -3.95 35.61 -6.97
1984
 3.23 -8.43 -11.31 -17.55
1983
 22.81 -3.17 19.87 -13.85
1982
 17.69 -12.44 18.67 -14.55
1981
 -3.92 -12.31 -3.21 -19.44
1980
 31.48 -11.45 33.88 -19.01
1979
 20.74 -7.20 28.11 -9.91
1978
 11.35 -10.24 12.31 -17.69
1977
 -1.78 -6.78 7.33 -3.83
1976
 22.91 -2.35 26.10 -2.85
1975
 36.78 -11.94 29.76 -14.58
1974
 -26.84 -33.45 -35.11 -41.36
1973
 -17.11 -18.23 -31.06 -31.06
1972
 19.37 -2.07 17.18 -3.61
1971
 18.17 -6.41 27.35 -7.42
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Mastering ETF Investing
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