Scott Burns Couch Potato vs Marvin Appel One-Decision Portfolio Comparison

Period: January 1985 - August 2024 (~40 years)
Consolidated Returns as of 31 August 2024
Rebalancing: at every Jan 1st
Currency: USD
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Scott Burns Couch Potato Portfolio
1.00$
Initial Capital
September 1994
11.07$
Final Capital
August 2024
8.34%
Yearly Return
8.72
Std Deviation
-27.04%
Max Drawdown
30 months
Recovery Period
Marvin Appel One-Decision Portfolio
1.00$
Initial Capital
September 1994
8.22$
Final Capital
August 2024
7.28%
Yearly Return
8.46
Std Deviation
-31.96%
Max Drawdown
41 months
Recovery Period
Scott Burns Couch Potato Portfolio
1.00$
Initial Capital
January 1985
35.39$
Final Capital
August 2024
9.41%
Yearly Return
9.06
Std Deviation
-27.04%
Max Drawdown
30 months
Recovery Period
Marvin Appel One-Decision Portfolio
1.00$
Initial Capital
January 1985
22.15$
Final Capital
August 2024
8.12%
Yearly Return
8.21
Std Deviation
-31.96%
Max Drawdown
41 months
Recovery Period

The Scott Burns Couch Potato Portfolio obtained a 8.34% compound annual return, with a 8.72% standard deviation, in the last 30 Years.

The Marvin Appel One-Decision Portfolio obtained a 7.28% compound annual return, with a 8.46% standard deviation, in the last 30 Years.

Returns as of Aug 31, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 January 1985 - 31 August 2024 (~40 years)
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Return (%) as of Aug 31, 2024
YTD
(8M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~40Y)
Couch Potato
Scott Burns 		10.74 1.51 7.64 16.07 8.48 7.17 8.34 9.41
One-Decision Portfolio
Marvin Appel 		8.03 1.90 7.81 14.32 6.22 5.92 7.28 8.12
Return over 1 year are annualized.

Capital Growth as of Aug 31, 2024

Scott Burns Couch Potato Portfolio: an investment of 1$, since September 1994, now would be worth 11.07$, with a total return of 1007.30% (8.34% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since September 1994, now would be worth 8.22$, with a total return of 722.44% (7.28% annualized).


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Scott Burns Couch Potato Portfolio: an investment of 1$, since January 1985, now would be worth 35.39$, with a total return of 3438.56% (9.41% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since January 1985, now would be worth 22.15$, with a total return of 2115.41% (8.12% annualized).


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Metrics as of Aug 31, 2024

The following metrics, updated as of 31 August 2024, provide an overview of performance and risk.

METRIC COMPARISON
Period: 1 September 2023 - 31 August 2024 (1 year)
Period: 1 September 2019 - 31 August 2024 (5 years)
Period: 1 September 2014 - 31 August 2024 (10 years)
Period: 1 September 1994 - 31 August 2024 (30 years)
Period: 1 January 1985 - 31 August 2024 (~40 years)
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Couch Potato One-Decision Portfolio
Author Scott Burns Marvin Appel
ASSET ALLOCATION
Stocks 50% 50%
Fixed Income 50% 50%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 16.07 14.32
Infl. Adjusted Return (%) 13.35 11.64
DRAWDOWN
Deepest Drawdown Depth (%) -5.16 -5.68
Start to Recovery (months) 3 3
Longest Drawdown Depth (%) -5.16 -5.68
Start to Recovery (months) 3 3
Longest Negative Period (months) 2 4
RISK INDICATORS
Standard Deviation (%) 9.47 10.85
Sharpe Ratio 1.13 0.83
Sortino Ratio 1.50 1.14
Ulcer Index 1.92 2.15
Ratio: Return / Standard Deviation 1.70 1.32
Ratio: Return / Deepest Drawdown 3.12 2.52
Metrics calculated over the period 1 September 2023 - 31 August 2024
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Couch Potato One-Decision Portfolio
Author Scott Burns Marvin Appel
ASSET ALLOCATION
Stocks 50% 50%
Fixed Income 50% 50%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.48 6.22
Infl. Adjusted Return (%) 4.17 2.00
DRAWDOWN
Deepest Drawdown Depth (%) -19.77 -16.74
Start to Recovery (months) 27 31
Longest Drawdown Depth (%) -19.77 -16.74
Start to Recovery (months) 27 31
Longest Negative Period (months) 32 32
RISK INDICATORS
Standard Deviation (%) 11.45 11.09
Sharpe Ratio 0.55 0.37
Sortino Ratio 0.73 0.48
Ulcer Index 7.44 6.66
Ratio: Return / Standard Deviation 0.74 0.56
Ratio: Return / Deepest Drawdown 0.43 0.37
Metrics calculated over the period 1 September 2019 - 31 August 2024
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Couch Potato One-Decision Portfolio
Author Scott Burns Marvin Appel
ASSET ALLOCATION
Stocks 50% 50%
Fixed Income 50% 50%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 7.17 5.92
Infl. Adjusted Return (%) 4.23 3.02
DRAWDOWN
Deepest Drawdown Depth (%) -19.77 -16.74
Start to Recovery (months) 27 31
Longest Drawdown Depth (%) -19.77 -16.74
Start to Recovery (months) 27 31
Longest Negative Period (months) 32 32
RISK INDICATORS
Standard Deviation (%) 9.32 9.08
Sharpe Ratio 0.61 0.49
Sortino Ratio 0.81 0.66
Ulcer Index 5.48 4.92
Ratio: Return / Standard Deviation 0.77 0.65
Ratio: Return / Deepest Drawdown 0.36 0.35
Metrics calculated over the period 1 September 2014 - 31 August 2024
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Couch Potato One-Decision Portfolio
Author Scott Burns Marvin Appel
ASSET ALLOCATION
Stocks 50% 50%
Fixed Income 50% 50%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.34 7.28
Infl. Adjusted Return (%) 5.69 4.65
DRAWDOWN
Deepest Drawdown Depth (%) -27.04 -31.96
Start to Recovery (months) 30 41
Longest Drawdown Depth (%) -10.30 -31.96
Start to Recovery (months) 33 41
Longest Negative Period (months) 62 64
RISK INDICATORS
Standard Deviation (%) 8.72 8.46
Sharpe Ratio 0.69 0.59
Sortino Ratio 0.91 0.76
Ulcer Index 5.17 5.54
Ratio: Return / Standard Deviation 0.96 0.86
Ratio: Return / Deepest Drawdown 0.31 0.23
Metrics calculated over the period 1 September 1994 - 31 August 2024
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Couch Potato One-Decision Portfolio
Author Scott Burns Marvin Appel
ASSET ALLOCATION
Stocks 50% 50%
Fixed Income 50% 50%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 9.41 8.12
Infl. Adjusted Return (%) 6.44 5.19
DRAWDOWN
Deepest Drawdown Depth (%) -27.04 -31.96
Start to Recovery (months) 30 41
Longest Drawdown Depth (%) -10.30 -31.96
Start to Recovery (months) 33 41
Longest Negative Period (months) 62 64
RISK INDICATORS
Standard Deviation (%) 9.06 8.21
Sharpe Ratio 0.69 0.61
Sortino Ratio 0.92 0.79
Ulcer Index 4.88 4.99
Ratio: Return / Standard Deviation 1.04 0.99
Ratio: Return / Deepest Drawdown 0.35 0.25
Metrics calculated over the period 1 January 1985 - 31 August 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 September 1994 - 31 August 2024 (30 years)
Period: 1 January 1985 - 31 August 2024 (~40 years)

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Couch Potato One-Decision Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-31.96 41 Jun 2007
Oct 2010
-27.04 30 Nov 2007
Apr 2010
-19.77 27 Jan 2022
Mar 2024
-16.74 31 Jan 2022
Jul 2024
-13.04 10 Feb 2020
Nov 2020
-10.72 5 Feb 2020
Jun 2020
-10.30 33 Sep 2000
May 2003
-8.52 8 Jun 2011
Jan 2012
-8.13 6 Jul 1998
Dec 1998
-8.06 8 Sep 2018
Apr 2019
-8.06 5 Jul 1998
Nov 1998
-7.23 14 Apr 2002
May 2003
-6.99 7 Sep 2018
Mar 2019
-6.25 8 May 2011
Dec 2011
-6.09 5 May 2010
Sep 2010

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Couch Potato One-Decision Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-31.96 41 Jun 2007
Oct 2010
-27.04 30 Nov 2007
Apr 2010
-19.77 27 Jan 2022
Mar 2024
-16.74 31 Jan 2022
Jul 2024
-16.03 17 Sep 1987
Jan 1989
-13.04 10 Feb 2020
Nov 2020
-12.38 13 Sep 1987
Sep 1988
-10.72 5 Feb 2020
Jun 2020
-10.30 33 Sep 2000
May 2003
-8.78 14 Feb 1994
Mar 1995
-8.52 8 Jun 2011
Jan 2012
-8.13 6 Jul 1998
Dec 1998
-8.06 8 Sep 2018
Apr 2019
-8.06 5 Jul 1998
Nov 1998
-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 - 31 August 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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Couch Potato One-Decision Portfolio
Year Return Drawdown Return Drawdown
2024
 10.74% -3.08% 8.03% -3.55%
2023
 14.66% -6.50% 12.43% -7.22%
2022
 -16.31% -19.77% -13.18% -16.74%
2021
 15.67% -2.76% 16.51% -2.73%
2020
 15.93% -10.72% 5.32% -13.04%
2019
 19.51% -2.63% 18.51% -2.02%
2018
 -3.32% -8.06% -3.64% -6.99%
2017
 12.07% 0.00% 8.07% -0.59%
2016
 8.75% -2.08% 8.52% -3.21%
2015
 -0.70% -5.47% -0.25% -4.76%
2014
 8.07% -2.34% 11.14% -2.54%
2013
 12.48% -3.18% 10.43% -2.72%
2012
 11.42% -2.32% 10.65% -2.81%
2011
 7.12% -6.25% 3.87% -8.52%
2010
 11.78% -6.09% 13.01% -6.14%
2009
 18.92% -9.98% 15.30% -14.35%
2008
 -18.47% -22.29% -16.74% -22.59%
2007
 8.64% -1.70% -0.68% -5.17%
2006
 7.99% -1.54% 14.45% -1.98%
2005
 4.40% -1.83% 5.08% -2.36%
2004
 10.53% -3.54% 12.05% -4.65%
2003
 19.38% -1.09% 18.87% -1.57%
2002
 -1.93% -6.44% -2.42% -7.23%
2001
 -1.68% -8.57% 4.32% -3.58%
2000
 3.54% -5.60% 9.42% -2.13%
1999
 9.67% -3.30% 4.70% -3.16%
1998
 16.26% -8.06% 5.32% -8.13%
1997
 21.85% -3.41% 17.36% -1.24%
1996
 11.14% -2.76% 15.52% -1.31%
1995
 29.40% 0.00% 19.02% -0.66%
1994
 -3.21% -8.78% -1.28% -5.02%
1993
 13.19% -1.53% 11.41% -1.82%
1992
 8.92% -2.25% 9.68% -0.89%
1991
 25.50% -2.55% 23.01% -1.99%
1990
 1.06% -7.58% -1.89% -7.50%
1989
 21.95% -1.62% 15.28% -0.97%
1988
 11.91% -2.50% 12.57% -1.14%
1987
 1.19% -16.03% 2.00% -12.38%
1986
 16.48% -5.55% 13.98% -2.95%
1985
 28.66% -1.87% 20.92% -1.32%