Value Stock Geek Weird vs US Stocks Portfolio Comparison

Period: January 1975 - August 2024 (~50 years)
Consolidated Returns as of 31 August 2024
Rebalancing: at every Jan 1st
Currency: USD
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Value Stock Geek Weird Portfolio
1.00$
Initial Capital
September 1994
11.77$
Final Capital
August 2024
8.56%
Yearly Return
10.92
Std Deviation
-32.97%
Max Drawdown
29 months
Recovery Period
US Stocks Portfolio
1.00$
Initial Capital
September 1994
20.17$
Final Capital
August 2024
10.53%
Yearly Return
15.55
Std Deviation
-50.84%
Max Drawdown
53 months
Recovery Period
Value Stock Geek Weird Portfolio
1.00$
Initial Capital
January 1975
189.54$
Final Capital
August 2024
11.14%
Yearly Return
10.88
Std Deviation
-32.97%
Max Drawdown
29 months
Recovery Period
US Stocks Portfolio
1.00$
Initial Capital
January 1975
315.55$
Final Capital
August 2024
12.28%
Yearly Return
15.48
Std Deviation
-50.84%
Max Drawdown
53 months
Recovery Period

The Value Stock Geek Weird Portfolio obtained a 8.56% compound annual return, with a 10.92% standard deviation, in the last 30 Years.

The US Stocks Portfolio obtained a 10.53% compound annual return, with a 15.55% standard deviation, in the last 30 Years.

Returns as of Aug 31, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 January 1975 - 31 August 2024 (~50 years)
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Return (%) as of Aug 31, 2024
YTD
(8M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~50Y)
Weird Portfolio
Value Stock Geek 		8.77 1.97 11.64 16.25 5.40 5.77 8.56 11.14
US Stocks 18.18 2.13 10.99 26.19 15.12 12.32 10.53 12.28
Return over 1 year are annualized.

Capital Growth as of Aug 31, 2024

Value Stock Geek Weird Portfolio: an investment of 1$, since September 1994, now would be worth 11.77$, with a total return of 1076.68% (8.56% annualized).

US Stocks Portfolio: an investment of 1$, since September 1994, now would be worth 20.17$, with a total return of 1917.36% (10.53% annualized).


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Value Stock Geek Weird Portfolio: an investment of 1$, since January 1975, now would be worth 189.54$, with a total return of 18853.78% (11.14% annualized).

US Stocks Portfolio: an investment of 1$, since January 1975, now would be worth 315.55$, with a total return of 31455.04% (12.28% 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 1975 - 31 August 2024 (~50 years)
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Weird Portfolio US Stocks
Author Value Stock Geek
ASSET ALLOCATION
Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 16.25 26.19
Infl. Adjusted Return (%) 13.53 23.23
DRAWDOWN
Deepest Drawdown Depth (%) -8.45 -7.32
Start to Recovery (months) 4 3
Longest Drawdown Depth (%) -8.45 -7.32
Start to Recovery (months) 4 3
Longest Negative Period (months) 6 2
RISK INDICATORS
Standard Deviation (%) 16.02 14.00
Sharpe Ratio 0.68 1.49
Sortino Ratio 0.97 1.99
Ulcer Index 3.35 2.71
Ratio: Return / Standard Deviation 1.01 1.87
Ratio: Return / Deepest Drawdown 1.92 3.58
Metrics calculated over the period 1 September 2023 - 31 August 2024
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Weird Portfolio US Stocks
Author Value Stock Geek
ASSET ALLOCATION
Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 5.40 15.12
Infl. Adjusted Return (%) 1.22 10.55
DRAWDOWN
Deepest Drawdown Depth (%) -24.18 -24.81
Start to Recovery (months) 32* 24
Longest Drawdown Depth (%) -24.18 -24.81
Start to Recovery (months) 32* 24
Longest Negative Period (months) 47 30
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 14.33 18.36
Sharpe Ratio 0.23 0.71
Sortino Ratio 0.31 0.93
Ulcer Index 10.30 9.10
Ratio: Return / Standard Deviation 0.38 0.82
Ratio: Return / Deepest Drawdown 0.22 0.61
Metrics calculated over the period 1 September 2019 - 31 August 2024
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Weird Portfolio US Stocks
Author Value Stock Geek
ASSET ALLOCATION
Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 5.77 12.32
Infl. Adjusted Return (%) 2.87 9.24
DRAWDOWN
Deepest Drawdown Depth (%) -24.18 -24.81
Start to Recovery (months) 32* 24
Longest Drawdown Depth (%) -24.18 -24.81
Start to Recovery (months) 32* 24
Longest Negative Period (months) 47 30
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 11.66 15.59
Sharpe Ratio 0.37 0.70
Sortino Ratio 0.51 0.93
Ulcer Index 7.64 6.95
Ratio: Return / Standard Deviation 0.50 0.79
Ratio: Return / Deepest Drawdown 0.24 0.50
Metrics calculated over the period 1 September 2014 - 31 August 2024
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Weird Portfolio US Stocks
Author Value Stock Geek
ASSET ALLOCATION
Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 8.56 10.53
Infl. Adjusted Return (%) 5.91 7.83
DRAWDOWN
Deepest Drawdown Depth (%) -32.97 -50.84
Start to Recovery (months) 29 53
Longest Drawdown Depth (%) -24.18 -43.94
Start to Recovery (months) 32* 67
Longest Negative Period (months) 47 139
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 10.92 15.55
Sharpe Ratio 0.57 0.53
Sortino Ratio 0.76 0.69
Ulcer Index 6.63 14.30
Ratio: Return / Standard Deviation 0.78 0.68
Ratio: Return / Deepest Drawdown 0.26 0.21
Metrics calculated over the period 1 September 1994 - 31 August 2024
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Weird Portfolio US Stocks
Author Value Stock Geek
ASSET ALLOCATION
Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 11.14 12.28
Infl. Adjusted Return (%) 7.18 8.29
DRAWDOWN
Deepest Drawdown Depth (%) -32.97 -50.84
Start to Recovery (months) 29 53
Longest Drawdown Depth (%) -24.18 -43.94
Start to Recovery (months) 32* 67
Longest Negative Period (months) 47 139
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 10.88 15.48
Sharpe Ratio 0.63 0.52
Sortino Ratio 0.85 0.69
Ulcer Index 5.75 11.88
Ratio: Return / Standard Deviation 1.02 0.79
Ratio: Return / Deepest Drawdown 0.34 0.24
Metrics calculated over the period 1 January 1975 - 31 August 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 September 1994 - 31 August 2024 (30 years)
Period: 1 January 1975 - 31 August 2024 (~50 years)

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Weird Portfolio US Stocks
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-50.84 53 Nov 2007
Mar 2012
-43.94 67 Sep 2000
Mar 2006
-32.97 29 Nov 2007
Mar 2010
-24.81 24 Jan 2022
Dec 2023
-24.18 32* Jan 2022
In progress
-20.84 7 Jan 2020
Jul 2020
-17.57 5 Jul 1998
Nov 1998
-14.20 7 Oct 2018
Apr 2019
-13.36 6 Feb 2020
Jul 2020
-13.23 27 Apr 1998
Jun 2000
-8.84 12 Jun 2015
May 2016
-8.66 8 Sep 2018
Apr 2019
-8.65 12 Jun 2002
May 2003
-8.44 5 Apr 2000
Aug 2000
-7.32 6 Apr 2004
Sep 2004

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Weird Portfolio US Stocks
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-50.84 53 Nov 2007
Mar 2012
-43.94 67 Sep 2000
Mar 2006
-32.97 29 Nov 2007
Mar 2010
-29.34 21 Sep 1987
May 1989
-24.81 24 Jan 2022
Dec 2023
-24.18 32* Jan 2022
In progress
-20.84 7 Jan 2020
Jul 2020
-17.85 23 Dec 1980
Oct 1982
-17.57 5 Jul 1998
Nov 1998
-16.24 18 Dec 1989
May 1991
-16.20 9 Jun 1990
Feb 1991
-15.06 5 Feb 1980
Jun 1980
-14.20 7 Oct 2018
Apr 2019
-13.36 6 Feb 2020
Jul 2020
-13.23 27 Apr 1998
Jun 2000

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 - 31 August 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 US Stocks
Year Return Drawdown Return Drawdown
2024
 8.77% -4.13% 18.18% -4.34%
2023
 10.94% -12.66% 26.05% -9.11%
2022
 -18.17% -24.18% -19.51% -24.81%
2021
 14.49% -3.51% 25.67% -4.46%
2020
 10.52% -13.36% 21.03% -20.84%
2019
 21.93% -1.68% 30.67% -6.45%
2018
 -8.01% -8.66% -5.21% -14.20%
2017
 14.20% -0.31% 21.21% 0.00%
2016
 10.34% -6.58% 12.83% -5.73%
2015
 -1.57% -7.20% 0.36% -8.84%
2014
 11.39% -5.08% 12.54% -3.17%
2013
 5.71% -6.89% 33.45% -3.03%
2012
 13.28% -4.45% 16.45% -6.82%
2011
 7.07% -5.96% 0.97% -17.58%
2010
 22.57% -4.90% 17.42% -13.26%
2009
 19.50% -17.34% 28.89% -17.72%
2008
 -15.22% -24.57% -36.98% -38.08%
2007
 4.32% -4.58% 5.37% -5.23%
2006
 21.26% -3.05% 15.69% -3.22%
2005
 13.51% -2.30% 6.31% -4.48%
2004
 20.31% -7.32% 12.79% -3.56%
2003
 32.68% -1.93% 30.75% -4.27%
2002
 7.55% -8.65% -20.47% -27.18%
2001
 4.90% -4.41% -10.97% -23.65%
2000
 11.88% -2.51% -10.57% -15.87%
1999
 2.11% -4.11% 23.81% -6.42%
1998
 -0.30% -13.23% 23.26% -17.57%
1997
 4.80% -3.83% 30.99% -4.56%
1996
 10.07% -2.17% 20.96% -6.17%
1995
 14.94% -1.53% 35.79% -1.17%
1994
 -4.11% -7.57% -0.17% -7.43%
1993
 21.05% -2.35% 10.62% -2.77%
1992
 10.23% -2.71% 9.11% -2.40%
1991
 18.76% -2.61% 32.39% -4.47%
1990
 -10.86% -16.22% -6.08% -16.20%
1989
 13.23% -1.43% 28.12% -3.05%
1988
 12.98% -1.18% 17.32% -3.42%
1987
 8.44% -12.71% 2.61% -29.34%
1986
 28.08% -2.01% 14.57% -7.92%
1985
 30.14% -1.95% 31.27% -4.77%
1984
 5.34% -5.43% 2.19% -9.02%
1983
 16.56% -1.96% 22.66% -4.00%
1982
 23.60% -8.30% 20.50% -11.21%
1981
 -2.54% -10.01% -4.15% -12.79%
1980
 16.86% -15.06% 33.15% -11.98%
1979
 40.61% -8.18% 24.25% -7.22%
1978
 20.11% -6.79% 8.45% -11.64%
1977
 16.95% -0.10% -3.36% -8.29%
1976
 23.87% -2.72% 26.47% -2.10%
1975
 18.84% -10.11% 37.82% -11.74%