Value Stock Geek Weird Portfolio vs Technology Portfolio Portfolio Comparison

Simulation Settings
Period: January 1975 - November 2024 (~50 years)
Consolidated Returns as of 30 November 2024
Rebalancing: at every Jan 1st
Currency: USD
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Results
30 Years
All (since January 1975)
Value Stock Geek Weird Portfolio
1.00$
Initial Capital
December 1994
12.71$
Final Capital
November 2024
8.84%
Yearly Return
10.92%
Std Deviation
-32.97%
Max Drawdown
29months
Recovery Period
1.00$
Initial Capital
January 1975
195.56$
Final Capital
November 2024
11.15%
Yearly Return
10.87%
Std Deviation
-32.97%
Max Drawdown
29months
Recovery Period
Technology Portfolio
1.00$
Initial Capital
December 1994
60.10$
Final Capital
November 2024
14.63%
Yearly Return
23.96%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period
1.00$
Initial Capital
January 1975
1030.17$
Final Capital
November 2024
14.91%
Yearly Return
22.51%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period

As of November 2024, in the previous 30 Years, the Value Stock Geek Weird Portfolio obtained a 8.84% compound annual return, with a 10.92% standard deviation. It suffered a maximum drawdown of -32.97% that required 29 months to be recovered.

As of November 2024, in the previous 30 Years, the Technology Portfolio obtained a 14.63% 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.

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
Technology Portfolio
Weight
(%)		 ETF
Ticker		 Name
100.00
QQQ
Invesco QQQ Trust
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Portfolio Returns as of Nov 30, 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 - 30 November 2024 (~50 years)
Swipe left to see all data
Return (%) as of Nov 30, 2024
YTD
(11M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~50Y)
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_value_stock_geek.webp Weird Portfolio
Value Stock Geek 		12.23 2.65 11.70 21.02 5.55 6.19 8.84 11.15
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp Technology
-- Market Benchmark 		25.01 5.35 13.44 31.99 20.72 17.94 14.63 14.91
Return over 1 year are annualized.
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Capital Growth as of Nov 30, 2024

Value Stock Geek Weird Portfolio: an investment of 1$, since December 1994, now would be worth 12.71$, with a total return of 1170.82% (8.84% annualized).

Technology Portfolio: an investment of 1$, since December 1994, now would be worth 60.10$, with a total return of 5910.00% (14.63% annualized).


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Value Stock Geek Weird Portfolio: an investment of 1$, since January 1975, now would be worth 195.56$, with a total return of 19456.44% (11.15% annualized).

Technology Portfolio: an investment of 1$, since January 1975, now would be worth 1030.17$, with a total return of 102917.21% (14.91% annualized).


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Portfolio Metrics as of Nov 30, 2024

The following metrics, updated as of 30 November 2024, provide an overview of performance and risk, with the best value in each row highlighted within the table.

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 1975 - 30 November 2024 (~50 years)
Swipe left to see all data
Weird Portfolio Technology
Author Value Stock Geek
ASSET ALLOCATION
Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 21.02 31.99
Infl. Adjusted Return (%) 17.81 28.48
DRAWDOWN
Deepest Drawdown Depth (%) -4.13 -4.37
Start to Recovery (months) 4 2
Longest Drawdown Depth (%) -4.13 -1.68
Start to Recovery (months) 4 3
Longest Negative Period (months) 6 2
RISK INDICATORS
Standard Deviation (%) 12.41 11.59
Sharpe Ratio 1.27 2.31
Sortino Ratio 1.77 3.07
Ulcer Index 1.78 1.33
Ratio: Return / Standard Deviation 1.69 2.76
Ratio: Return / Deepest Drawdown 5.10 7.32
Metrics calculated over the period 1 December 2023 - 30 November 2024
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Weird Portfolio Technology
Author Value Stock Geek
ASSET ALLOCATION
Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 5.55 20.72
Infl. Adjusted Return (%) 1.32 15.88
DRAWDOWN
Deepest Drawdown Depth (%) -24.18 -32.58
Start to Recovery (months) 33 24
Longest Drawdown Depth (%) -24.18 -32.58
Start to Recovery (months) 33 24
Longest Negative Period (months) 47 28
RISK INDICATORS
Standard Deviation (%) 14.44 21.38
Sharpe Ratio 0.23 0.86
Sortino Ratio 0.31 1.16
Ulcer Index 10.30 12.53
Ratio: Return / Standard Deviation 0.38 0.97
Ratio: Return / Deepest Drawdown 0.23 0.64
Metrics calculated over the period 1 December 2019 - 30 November 2024
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Weird Portfolio Technology
Author Value Stock Geek
ASSET ALLOCATION
Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 6.19 17.94
Infl. Adjusted Return (%) 3.17 14.58
DRAWDOWN
Deepest Drawdown Depth (%) -24.18 -32.58
Start to Recovery (months) 33 24
Longest Drawdown Depth (%) -24.18 -32.58
Start to Recovery (months) 33 24
Longest Negative Period (months) 47 28
RISK INDICATORS
Standard Deviation (%) 11.56 18.50
Sharpe Ratio 0.40 0.89
Sortino Ratio 0.55 1.21
Ulcer Index 7.63 9.41
Ratio: Return / Standard Deviation 0.54 0.97
Ratio: Return / Deepest Drawdown 0.26 0.55
Metrics calculated over the period 1 December 2014 - 30 November 2024
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Weird Portfolio Technology
Author Value Stock Geek
ASSET ALLOCATION
Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 8.84 14.63
Infl. Adjusted Return (%) 6.16 11.81
DRAWDOWN
Deepest Drawdown Depth (%) -32.97 -81.08
Start to Recovery (months) 29 175
Longest Drawdown Depth (%) -24.18 -81.08
Start to Recovery (months) 33 175
Longest Negative Period (months) 47 174
RISK INDICATORS
Standard Deviation (%) 10.92 23.96
Sharpe Ratio 0.60 0.51
Sortino Ratio 0.79 0.70
Ulcer Index 6.62 39.57
Ratio: Return / Standard Deviation 0.81 0.61
Ratio: Return / Deepest Drawdown 0.27 0.18
Metrics calculated over the period 1 December 1994 - 30 November 2024
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Weird Portfolio Technology
Author Value Stock Geek
ASSET ALLOCATION
Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 11.15 14.91
Infl. Adjusted Return (%) 7.19 10.82
DRAWDOWN
Deepest Drawdown Depth (%) -32.97 -81.08
Start to Recovery (months) 29 175
Longest Drawdown Depth (%) -24.18 -81.08
Start to Recovery (months) 33 175
Longest Negative Period (months) 47 174
RISK INDICATORS
Standard Deviation (%) 10.87 22.51
Sharpe Ratio 0.63 0.47
Sortino Ratio 0.85 0.64
Ulcer Index 5.74 31.40
Ratio: Return / Standard Deviation 1.03 0.66
Ratio: Return / Deepest Drawdown 0.34 0.18
Metrics calculated over the period 1 January 1975 - 30 November 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 December 1994 - 30 November 2024 (30 years)
Period: 1 January 1975 - 30 November 2024 (~50 years)

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Weird Portfolio Technology
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-81.08 175 Apr 2000
Oct 2014
-32.97 29 Nov 2007
Mar 2010
-32.58 24 Jan 2022
Dec 2023
-24.18 33 Jan 2022
Sep 2024
-17.20 3 Aug 1998
Oct 1998
-16.96 8 Sep 2018
Apr 2019
-13.51 4 Feb 1997
May 1997
-13.36 6 Feb 2020
Jul 2020
-13.23 27 Apr 1998
Jun 2000
-12.90 3 Feb 2020
Apr 2020
-10.50 7 Aug 1997
Feb 1998
-9.82 8 Dec 2015
Jul 2016
-9.49 3 Feb 1999
Apr 1999
-8.88 3 Aug 2015
Oct 2015
-8.66 8 Sep 2018
Apr 2019

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Weird Portfolio Technology
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-81.08 175 Apr 2000
Oct 2014
-34.57 21 Sep 1987
May 1989
-32.97 29 Nov 2007
Mar 2010
-32.58 24 Jan 2022
Dec 2023
-27.93 29 Jul 1983
Nov 1985
-27.64 8 Jul 1990
Feb 1991
-25.11 18 Jun 1981
Nov 1982
-24.18 33 Jan 2022
Sep 2024
-19.01 6 Feb 1980
Jul 1980
-17.69 10 Sep 1978
Jun 1979
-17.20 3 Aug 1998
Oct 1998
-16.96 8 Sep 2018
Apr 2019
-16.24 18 Dec 1989
May 1991
-15.73 8 Jun 1986
Jan 1987
-15.06 5 Feb 1980
Jun 1980

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 1975 - 30 November 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.

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Weird Portfolio Technology
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2024
 12.23 -4.13 25.01 -4.37
2023
 10.94 -12.66 54.86 -8.42
2022
 -18.17 -24.18 -32.58 -32.58
2021
 14.49 -3.51 27.42 -5.68
2020
 10.52 -13.36 48.40 -12.90
2019
 21.93 -1.68 38.96 -8.23
2018
 -8.01 -8.66 -0.12 -16.96
2017
 14.20 -0.31 32.66 -2.32
2016
 10.34 -6.58 7.10 -8.37
2015
 -1.57 -7.20 9.45 -8.88
2014
 11.39 -5.08 19.18 -3.04
2013
 5.71 -6.89 36.63 -2.39
2012
 13.28 -4.45 18.12 -8.13
2011
 7.07 -5.96 3.47 -10.79
2010
 22.57 -4.90 20.14 -12.93
2009
 19.50 -17.34 54.68 -7.43
2008
 -15.22 -24.57 -41.73 -43.03
2007
 4.32 -4.58 19.02 -6.83
2006
 21.26 -3.05 7.14 -11.54
2005
 13.51 -2.30 1.57 -12.37
2004
 20.31 -7.32 10.54 -9.86
2003
 32.68 -1.93 49.67 -2.90
2002
 7.55 -8.65 -37.37 -46.75
2001
 4.90 -4.41 -33.34 -54.93
2000
 11.88 -2.51 -36.11 -46.69
1999
 2.11 -4.11 101.95 -9.49
1998
 -0.30 -13.23 85.30 -17.20
1997
 4.80 -3.83 20.63 -13.51
1996
 10.07 -2.17 42.54 -8.14
1995
 14.94 -1.53 42.54 -3.77
1994
 -4.11 -7.57 1.50 -12.97
1993
 21.05 -2.35 10.58 -8.26
1992
 10.23 -2.71 8.86 -13.48
1991
 18.76 -2.61 64.99 -8.89
1990
 -10.86 -16.22 -10.41 -27.64
1989
 13.23 -1.43 26.17 -4.64
1988
 12.98 -1.18 13.54 -10.50
1987
 8.44 -12.71 10.50 -34.57
1986
 28.08 -2.01 6.89 -15.73
1985
 30.14 -1.95 35.61 -6.97
1984
 5.34 -5.43 -11.31 -17.55
1983
 16.56 -1.96 19.87 -13.85
1982
 23.60 -8.30 18.67 -14.55
1981
 -2.54 -10.01 -3.21 -19.44
1980
 16.86 -15.06 33.88 -19.01
1979
 40.61 -8.18 28.11 -9.91
1978
 20.11 -6.79 12.31 -17.69
1977
 16.95 -0.10 7.33 -3.83
1976
 23.87 -2.72 26.10 -2.85
1975
 18.84 -10.11 29.76 -14.58
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Mastering ETF Investing
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with Lazy Portfolios and Passive Investing
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English book
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