Strategy Tracker
Side-by-side performance of the most-discussed long-term portfolio strategies. Same period, same fee assumption, same rebalance cadence - so the numbers are actually comparable.
10Y winner
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highest CAGR
Best Sharpe
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risk-adjusted leader
Smallest drawdown
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most defensive
YTD leader
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current momentum
Strategy scoreboardHover a name for what it is · click any column to sort
| Strategy | YTD | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Vol | Max DD | Sharpe |
|---|
Calendar-year heatmap10Y · annual
Strategy returns approximated from their underlying ETF baskets (Yahoo prices), monthly rebalancing, net of 0.05% blended fees. Past performance does not guarantee future results.