Paul Boyer vs Scott Burns Couch Potato Portfolio Comparison

Simulation Settings
Period: January 1985 - November 2024 (~40 years)
Consolidated Returns as of 30 November 2024
Rebalancing: at every Jan 1st
Currency: USD
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Paul Boyer Portfolio
1.00$
Initial Capital
December 1994
6.74$
Final Capital
November 2024
6.57%
Yearly Return
7.49
Std Deviation
-18.04%
Max Drawdown
39months
Recovery Period
Scott Burns Couch Potato Portfolio
1.00$
Initial Capital
December 1994
11.97$
Final Capital
November 2024
8.63%
Yearly Return
8.72
Std Deviation
-27.04%
Max Drawdown
30months
Recovery Period
Paul Boyer Portfolio
1.00$
Initial Capital
January 1985
19.40$
Final Capital
November 2024
7.71%
Yearly Return
7.50
Std Deviation
-18.04%
Max Drawdown
39months
Recovery Period
Scott Burns Couch Potato Portfolio
1.00$
Initial Capital
January 1985
36.92$
Final Capital
November 2024
9.46%
Yearly Return
9.06
Std Deviation
-27.04%
Max Drawdown
30months
Recovery Period

The Paul Boyer Portfolio obtained a 6.57% compound annual return, with a 7.49% standard deviation, in the last 30 Years.

The Scott Burns Couch Potato Portfolio obtained a 8.63% compound annual return, with a 8.72% standard deviation, in the last 30 Years.

Returns as of Nov 30, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 January 1985 - 30 November 2024 (~40 years)
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Return (%) as of Nov 30, 2024
YTD
(11M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~40Y)
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_author_none.webp Paul Boyer Portfolio
Paul Boyer 		10.90 0.56 8.56 16.06 3.95 4.21 6.57 7.71
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_scott_burns.webp Couch Potato
Scott Burns 		15.56 3.83 9.97 20.17 8.62 7.54 8.63 9.46
Return over 1 year are annualized.

Capital Growth as of Nov 30, 2024

Paul Boyer Portfolio: an investment of 1$, since December 1994, now would be worth 6.74$, with a total return of 574.46% (6.57% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since December 1994, now would be worth 11.97$, with a total return of 1097.27% (8.63% annualized).


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Paul Boyer Portfolio: an investment of 1$, since January 1985, now would be worth 19.40$, with a total return of 1840.06% (7.71% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since January 1985, now would be worth 36.92$, with a total return of 3592.49% (9.46% 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 1985 - 30 November 2024 (~40 years)
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Paul Boyer Portfolio Couch Potato
Author Paul Boyer Scott Burns
ASSET ALLOCATION
Stocks 25% 50%
Fixed Income 50% 50%
Commodities 25% 0%
PERFORMANCES
Annualized Return (%) 16.06 20.17
Infl. Adjusted Return (%) 12.97 16.97
DRAWDOWN
Deepest Drawdown Depth (%) -1.89 -3.08
Start to Recovery (months) 3 2
Longest Drawdown Depth (%) -1.89 -3.08
Start to Recovery (months) 3 2
Longest Negative Period (months) 2 2
RISK INDICATORS
Standard Deviation (%) 7.13 6.72
Sharpe Ratio 1.52 2.22
Sortino Ratio 2.19 2.72
Ulcer Index 0.85 0.92
Ratio: Return / Standard Deviation 2.25 3.00
Ratio: Return / Deepest Drawdown 8.48 6.55
Metrics calculated over the period 1 December 2023 - 30 November 2024
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Paul Boyer Portfolio Couch Potato
Author Paul Boyer Scott Burns
ASSET ALLOCATION
Stocks 25% 50%
Fixed Income 50% 50%
Commodities 25% 0%
PERFORMANCES
Annualized Return (%) 3.95 8.62
Infl. Adjusted Return (%) -0.22 4.26
DRAWDOWN
Deepest Drawdown Depth (%) -18.04 -19.77
Start to Recovery (months) 39 27
Longest Drawdown Depth (%) -18.04 -19.77
Start to Recovery (months) 39 27
Longest Negative Period (months) 47 32
RISK INDICATORS
Standard Deviation (%) 8.92 11.56
Sharpe Ratio 0.19 0.55
Sortino Ratio 0.27 0.72
Ulcer Index 7.42 7.44
Ratio: Return / Standard Deviation 0.44 0.75
Ratio: Return / Deepest Drawdown 0.22 0.44
Metrics calculated over the period 1 December 2019 - 30 November 2024
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Paul Boyer Portfolio Couch Potato
Author Paul Boyer Scott Burns
ASSET ALLOCATION
Stocks 25% 50%
Fixed Income 50% 50%
Commodities 25% 0%
PERFORMANCES
Annualized Return (%) 4.21 7.54
Infl. Adjusted Return (%) 1.24 4.47
DRAWDOWN
Deepest Drawdown Depth (%) -18.04 -19.77
Start to Recovery (months) 39 27
Longest Drawdown Depth (%) -18.04 -19.77
Start to Recovery (months) 39 27
Longest Negative Period (months) 50 32
RISK INDICATORS
Standard Deviation (%) 7.71 9.35
Sharpe Ratio 0.34 0.64
Sortino Ratio 0.51 0.85
Ulcer Index 5.85 5.48
Ratio: Return / Standard Deviation 0.55 0.81
Ratio: Return / Deepest Drawdown 0.23 0.38
Metrics calculated over the period 1 December 2014 - 30 November 2024
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Paul Boyer Portfolio Couch Potato
Author Paul Boyer Scott Burns
ASSET ALLOCATION
Stocks 25% 50%
Fixed Income 50% 50%
Commodities 25% 0%
PERFORMANCES
Annualized Return (%) 6.57 8.63
Infl. Adjusted Return (%) 3.95 5.95
DRAWDOWN
Deepest Drawdown Depth (%) -18.04 -27.04
Start to Recovery (months) 39 30
Longest Drawdown Depth (%) -18.04 -10.30
Start to Recovery (months) 39 33
Longest Negative Period (months) 50 62
RISK INDICATORS
Standard Deviation (%) 7.49 8.72
Sharpe Ratio 0.57 0.73
Sortino Ratio 0.80 0.95
Ulcer Index 3.98 5.17
Ratio: Return / Standard Deviation 0.88 0.99
Ratio: Return / Deepest Drawdown 0.36 0.32
Metrics calculated over the period 1 December 1994 - 30 November 2024
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Paul Boyer Portfolio Couch Potato
Author Paul Boyer Scott Burns
ASSET ALLOCATION
Stocks 25% 50%
Fixed Income 50% 50%
Commodities 25% 0%
PERFORMANCES
Annualized Return (%) 7.71 9.46
Infl. Adjusted Return (%) 4.79 6.49
DRAWDOWN
Deepest Drawdown Depth (%) -18.04 -27.04
Start to Recovery (months) 39 30
Longest Drawdown Depth (%) -18.04 -10.30
Start to Recovery (months) 39 33
Longest Negative Period (months) 50 62
RISK INDICATORS
Standard Deviation (%) 7.50 9.06
Sharpe Ratio 0.61 0.70
Sortino Ratio 0.86 0.92
Ulcer Index 3.69 4.86
Ratio: Return / Standard Deviation 1.03 1.04
Ratio: Return / Deepest Drawdown 0.43 0.35
Metrics calculated over the period 1 January 1985 - 30 November 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 December 1994 - 30 November 2024 (30 years)
Period: 1 January 1985 - 30 November 2024 (~40 years)

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Paul Boyer Portfolio Couch Potato
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-27.04 30 Nov 2007
Apr 2010
-19.77 27 Jan 2022
Mar 2024
-18.04 39 Jun 2021
Aug 2024
-13.66 17 Mar 2008
Jul 2009
-10.72 5 Feb 2020
Jun 2020
-10.30 33 Sep 2000
May 2003
-9.22 12 May 1998
Apr 1999
-9.15 17 Feb 2015
Jun 2016
-8.62 21 Oct 2012
Jun 2014
-8.06 8 Sep 2018
Apr 2019
-8.06 5 Jul 1998
Nov 1998
-6.74 12 Aug 2016
Jul 2017
-6.72 17 Feb 2018
Jun 2019
-6.25 8 May 2011
Dec 2011
-6.09 5 May 2010
Sep 2010

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Paul Boyer Portfolio Couch Potato
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-27.04 30 Nov 2007
Apr 2010
-19.77 27 Jan 2022
Mar 2024
-18.04 39 Jun 2021
Aug 2024
-16.03 17 Sep 1987
Jan 1989
-13.66 17 Mar 2008
Jul 2009
-10.72 5 Feb 2020
Jun 2020
-10.30 33 Sep 2000
May 2003
-9.22 12 May 1998
Apr 1999
-9.15 17 Feb 2015
Jun 2016
-8.78 14 Feb 1994
Mar 1995
-8.62 21 Oct 2012
Jun 2014
-8.06 8 Sep 2018
Apr 2019
-8.06 5 Jul 1998
Nov 1998
-7.71 16 Mar 1987
Jun 1988
-7.58 6 Aug 1990
Jan 1991

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 1985 - 30 November 2024 (~40 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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Paul Boyer Portfolio Couch Potato
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2024
 10.90 -1.89 15.56 -3.08
2023
 7.92 -7.34 14.66 -6.50
2022
 -13.57 -17.86 -16.31 -19.77
2021
 0.51 -3.38 15.67 -2.76
2020
 15.04 -3.07 15.93 -10.72
2019
 13.97 -1.05 19.51 -2.63
2018
 -3.50 -6.72 -3.32 -8.06
2017
 11.87 -0.61 12.07 0.00
2016
 7.19 -6.74 8.75 -2.08
2015
 -5.29 -9.15 -0.70 -5.47
2014
 6.63 -3.72 8.07 -2.34
2013
 -5.67 -8.07 12.48 -3.18
2012
 6.80 -2.93 11.42 -2.32
2011
 8.99 -2.80 7.12 -6.25
2010
 15.54 -0.81 11.78 -6.09
2009
 12.50 -6.62 18.92 -9.98
2008
 1.32 -13.66 -18.47 -22.29
2007
 16.13 -0.86 8.64 -1.70
2006
 12.57 -3.53 7.99 -1.54
2005
 11.99 -2.10 4.40 -1.83
2004
 9.39 -5.64 10.53 -3.54
2003
 17.95 -2.85 19.38 -1.09
2002
 9.85 -4.44 -1.93 -6.44
2001
 3.66 -3.75 -1.68 -8.57
2000
 2.00 -4.97 3.54 -5.60
1999
 9.10 -3.56 9.67 -3.30
1998
 2.30 -9.22 16.26 -8.06
1997
 0.72 -4.04 21.85 -3.41
1996
 3.88 -3.10 11.14 -2.76
1995
 14.46 -0.96 29.40 0.00
1994
 -5.01 -6.22 -3.21 -8.78
1993
 25.08 -1.38 13.19 -1.53
1992
 3.02 -1.92 8.92 -2.25
1991
 24.71 -1.74 25.50 -2.55
1990
 0.64 -5.76 1.06 -7.58
1989
 21.34 -0.54 21.95 -1.62
1988
 7.47 -2.31 11.91 -2.50
1987
 -0.04 -7.71 1.19 -16.03
1986
 17.71 -1.63 16.48 -5.55
1985
 21.84 -2.32 28.66 -1.87