Scott Burns Margaritaville vs Tyler Pinwheel 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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Scott Burns Margaritaville Portfolio
1.00$
Initial Capital
December 1994
9.23$
Final Capital
November 2024
7.69%
Yearly Return
10.81
Std Deviation
-38.70%
Max Drawdown
39months
Recovery Period
Tyler Pinwheel Portfolio
1.00$
Initial Capital
December 1994
9.52$
Final Capital
November 2024
7.80%
Yearly Return
10.50
Std Deviation
-36.89%
Max Drawdown
36months
Recovery Period
Scott Burns Margaritaville Portfolio
1.00$
Initial Capital
January 1985
33.88$
Final Capital
November 2024
9.23%
Yearly Return
10.93
Std Deviation
-38.70%
Max Drawdown
39months
Recovery Period
Tyler Pinwheel Portfolio
1.00$
Initial Capital
January 1985
32.01$
Final Capital
November 2024
9.07%
Yearly Return
10.33
Std Deviation
-36.89%
Max Drawdown
36months
Recovery Period

The Scott Burns Margaritaville Portfolio obtained a 7.69% compound annual return, with a 10.81% standard deviation, in the last 30 Years.

The Tyler Pinwheel Portfolio obtained a 7.80% compound annual return, with a 10.50% 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_scott_burns.webp Margaritaville
Scott Burns 		13.31 2.49 7.38 18.19 7.79 6.81 7.69 9.23
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_tyler.webp Pinwheel
Tyler 		13.38 2.15 9.62 19.25 7.07 6.30 7.80 9.07
Return over 1 year are annualized.

Capital Growth as of Nov 30, 2024

Scott Burns Margaritaville Portfolio: an investment of 1$, since December 1994, now would be worth 9.23$, with a total return of 822.92% (7.69% annualized).

Tyler Pinwheel Portfolio: an investment of 1$, since December 1994, now would be worth 9.52$, with a total return of 852.29% (7.80% annualized).


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Scott Burns Margaritaville Portfolio: an investment of 1$, since January 1985, now would be worth 33.88$, with a total return of 3287.70% (9.23% annualized).

Tyler Pinwheel Portfolio: an investment of 1$, since January 1985, now would be worth 32.01$, with a total return of 3101.04% (9.07% 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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Margaritaville Pinwheel
Author Scott Burns Tyler
ASSET ALLOCATION
Stocks 67% 65%
Fixed Income 33% 25%
Commodities 0% 10%
PERFORMANCES
Annualized Return (%) 18.19 19.25
Infl. Adjusted Return (%) 15.04 16.08
DRAWDOWN
Deepest Drawdown Depth (%) -2.90 -2.88
Start to Recovery (months) 2 2
Longest Drawdown Depth (%) -0.06 -1.71
Start to Recovery (months) 2 2
Longest Negative Period (months) 2 2
RISK INDICATORS
Standard Deviation (%) 7.23 8.13
Sharpe Ratio 1.79 1.73
Sortino Ratio 2.19 2.21
Ulcer Index 1.04 1.04
Ratio: Return / Standard Deviation 2.51 2.37
Ratio: Return / Deepest Drawdown 6.26 6.68
Metrics calculated over the period 1 December 2023 - 30 November 2024
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Margaritaville Pinwheel
Author Scott Burns Tyler
ASSET ALLOCATION
Stocks 67% 65%
Fixed Income 33% 25%
Commodities 0% 10%
PERFORMANCES
Annualized Return (%) 7.79 7.07
Infl. Adjusted Return (%) 3.47 2.78
DRAWDOWN
Deepest Drawdown Depth (%) -21.96 -19.49
Start to Recovery (months) 27 27
Longest Drawdown Depth (%) -21.96 -19.49
Start to Recovery (months) 27 27
Longest Negative Period (months) 34 34
RISK INDICATORS
Standard Deviation (%) 12.98 12.42
Sharpe Ratio 0.42 0.39
Sortino Ratio 0.56 0.51
Ulcer Index 7.84 7.08
Ratio: Return / Standard Deviation 0.60 0.57
Ratio: Return / Deepest Drawdown 0.35 0.36
Metrics calculated over the period 1 December 2019 - 30 November 2024
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Margaritaville Pinwheel
Author Scott Burns Tyler
ASSET ALLOCATION
Stocks 67% 65%
Fixed Income 33% 25%
Commodities 0% 10%
PERFORMANCES
Annualized Return (%) 6.81 6.30
Infl. Adjusted Return (%) 3.77 3.27
DRAWDOWN
Deepest Drawdown Depth (%) -21.96 -19.49
Start to Recovery (months) 27 27
Longest Drawdown Depth (%) -21.96 -19.49
Start to Recovery (months) 27 27
Longest Negative Period (months) 34 34
RISK INDICATORS
Standard Deviation (%) 10.80 10.18
Sharpe Ratio 0.49 0.46
Sortino Ratio 0.65 0.63
Ulcer Index 6.09 5.40
Ratio: Return / Standard Deviation 0.63 0.62
Ratio: Return / Deepest Drawdown 0.31 0.32
Metrics calculated over the period 1 December 2014 - 30 November 2024
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Margaritaville Pinwheel
Author Scott Burns Tyler
ASSET ALLOCATION
Stocks 67% 65%
Fixed Income 33% 25%
Commodities 0% 10%
PERFORMANCES
Annualized Return (%) 7.69 7.80
Infl. Adjusted Return (%) 5.04 5.15
DRAWDOWN
Deepest Drawdown Depth (%) -38.70 -36.89
Start to Recovery (months) 39 36
Longest Drawdown Depth (%) -22.41 -36.89
Start to Recovery (months) 45 36
Longest Negative Period (months) 62 51
RISK INDICATORS
Standard Deviation (%) 10.81 10.50
Sharpe Ratio 0.50 0.52
Sortino Ratio 0.65 0.69
Ulcer Index 8.25 6.56
Ratio: Return / Standard Deviation 0.71 0.74
Ratio: Return / Deepest Drawdown 0.20 0.21
Metrics calculated over the period 1 December 1994 - 30 November 2024
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Margaritaville Pinwheel
Author Scott Burns Tyler
ASSET ALLOCATION
Stocks 67% 65%
Fixed Income 33% 25%
Commodities 0% 10%
PERFORMANCES
Annualized Return (%) 9.23 9.07
Infl. Adjusted Return (%) 6.26 6.11
DRAWDOWN
Deepest Drawdown Depth (%) -38.70 -36.89
Start to Recovery (months) 39 36
Longest Drawdown Depth (%) -22.41 -36.89
Start to Recovery (months) 45 36
Longest Negative Period (months) 62 51
RISK INDICATORS
Standard Deviation (%) 10.93 10.33
Sharpe Ratio 0.56 0.57
Sortino Ratio 0.74 0.75
Ulcer Index 7.44 6.01
Ratio: Return / Standard Deviation 0.84 0.88
Ratio: Return / Deepest Drawdown 0.24 0.25
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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Margaritaville Pinwheel
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-38.70 39 Nov 2007
Jan 2011
-36.89 36 Nov 2007
Oct 2010
-22.41 45 Apr 2000
Dec 2003
-21.96 27 Jan 2022
Mar 2024
-19.49 27 Jan 2022
Mar 2024
-14.99 8 Jan 2020
Aug 2020
-14.40 7 Jan 2020
Jul 2020
-14.05 12 May 1998
Apr 1999
-12.82 10 May 2011
Feb 2012
-12.72 11 May 2011
Mar 2012
-11.06 13 Jun 2002
Jun 2003
-9.97 15 Feb 2018
Apr 2019
-9.72 5 Jul 1998
Nov 1998
-9.68 17 May 2015
Sep 2016
-8.88 14 Feb 2001
Mar 2002

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Margaritaville Pinwheel
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-38.70 39 Nov 2007
Jan 2011
-36.89 36 Nov 2007
Oct 2010
-22.41 45 Apr 2000
Dec 2003
-21.96 27 Jan 2022
Mar 2024
-19.49 27 Jan 2022
Mar 2024
-15.03 14 Sep 1987
Oct 1988
-14.99 8 Jan 2020
Aug 2020
-14.91 16 Sep 1987
Dec 1988
-14.53 14 Jan 1990
Feb 1991
-14.40 7 Jan 2020
Jul 2020
-14.05 12 May 1998
Apr 1999
-12.82 10 May 2011
Feb 2012
-12.72 11 May 2011
Mar 2012
-12.51 14 Jan 1990
Feb 1991
-11.06 13 Jun 2002
Jun 2003

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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Margaritaville Pinwheel
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2024
 13.31 -2.90 13.38 -2.88
2023
 15.17 -7.90 13.20 -8.07
2022
 -16.10 -21.96 -13.57 -19.49
2021
 13.33 -2.96 13.53 -3.10
2020
 14.40 -14.40 9.12 -14.99
2019
 20.39 -3.64 19.31 -3.16
2018
 -6.92 -9.97 -6.39 -8.24
2017
 17.22 0.00 14.08 0.00
2016
 7.53 -3.63 8.63 -2.93
2015
 -2.03 -8.70 -2.88 -7.37
2014
 3.95 -3.16 6.12 -3.95
2013
 13.25 -4.31 9.02 -4.25
2012
 13.94 -5.67 12.60 -5.90
2011
 0.08 -12.82 -0.25 -12.72
2010
 11.85 -8.08 16.08 -7.26
2009
 25.18 -13.70 24.19 -14.81
2008
 -26.90 -30.74 -22.51 -27.78
2007
 10.88 -2.84 7.60 -4.41
2006
 14.22 -2.59 19.78 -3.25
2005
 8.11 -2.37 11.02 -2.58
2004
 13.95 -3.39 15.19 -5.84
2003
 26.41 -2.95 28.19 -3.19
2002
 -6.46 -11.78 -2.13 -11.06
2001
 -7.87 -14.71 -0.61 -8.88
2000
 -2.92 -8.17 1.80 -5.84
1999
 16.49 -2.94 15.18 -2.13
1998
 16.12 -9.72 3.43 -14.05
1997
 14.48 -4.68 8.85 -4.25
1996
 9.11 -2.95 13.00 -2.47
1995
 21.08 -0.70 14.60 -1.63
1994
 1.10 -5.54 -2.32 -6.30
1993
 18.69 -4.43 24.96 -3.33
1992
 1.10 -5.71 4.01 -2.90
1991
 20.28 -3.87 29.20 -3.25
1990
 -7.54 -14.53 -7.14 -12.51
1989
 19.01 -1.19 21.94 -1.96
1988
 16.51 -3.08 14.95 -2.14
1987
 10.87 -15.03 2.63 -14.91
1986
 31.94 -5.15 21.90 -2.21
1985
 35.93 -1.79 27.17 -1.91