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Static Portfolio
Betterment All Equity Portfolio
Betterment All Equity Portfolio (Static Portfolio)
live (public) 0.42% June 14
Buy and Hold (Quarterly Rebalance)
USStock VTI 25%
ValueStock IVE 25%
MidcapValue IWS 8%
SmallValue IWN 7%
EuropePacific VEA 25%
EmergingMkt VWO 10%
Simulated from 7/27/2007
Holdings (As of 06/14/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
USStock | VTI (Vanguard Total Stock Market Index Fund ETF Shares) | 0.07% | 33.32% |
ValueStock | IVE (iShares S&P 500 Value ETF) | 0.27% | 26.78% |
MidcapValue | IWS (iShares Russell Mid-Cap Value ETF) | 0.97% | 6.96% |
SmallValue | IWN (iShares Russell 2000 Value ETF) | 1.54% | 5.56% |
EuropePacific | VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) | 0.90% | 20.45% |
EmergingMkt | VWO (Vanguard FTSE Emerging Markets Index Fund ETF Shares) | 0.27% | 6.93% |
* Day change on 06/14/2024.
Performance (As of 06/14/2024)
Since 07/27/2007
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Betterment All Equity Portfolio | 7.1% | 16.5% | 4.7% | 10.6% | 8.2% | 10.6% |
VFINX (Vanguard (S&P 500) Index) | 14.6% | 25.9% | 10.0% | 15.3% | 12.8% | 14.4% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 7.7% | 15.9% | 3.7% | 8.6% | 7.9% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/27/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 7.1 | 16.5 | 4.7 | 10.6 | 8.2 | 10.6 | 6.8 | 20.2 | -14.2 | 20.7 | 10.7 | 26.6 | -11.0 | 18.0 | 14.2 | -2.7 | 6.2 | 25.9 | 17.8 | -5.5 | 15.8 | 30.4 | -39.3 | 1.5 |
Sharpe Ratio | NA | 0.53 | 1.12 | 0.14 | 0.44 | 0.41 | NA | 0.28 | 1.21 | -0.73 | 1.61 | 0.31 | 2.11 | -0.83 | 2.43 | 0.94 | -0.18 | 0.56 | 2.14 | 1.22 | -0.21 | 0.76 | 0.99 | -0.94 | 0.02 |
Draw Down(%) | NA | 5.0 | 11.8 | 23.5 | 36.3 | 36.3 | NA | 59.3 | 11.8 | 23.5 | 6.1 | 36.3 | 6.9 | 20.6 | 2.4 | 11.2 | 14.3 | 8.7 | 7.8 | 12.5 | 24.1 | 16.1 | 29.9 | 51.6 | 10.0 |
Standard Deviation(%) | NA | 10.2 | 11.3 | 15.9 | 20.3 | 17.1 | NA | 21.0 | 13.2 | 21.4 | 12.9 | 33.9 | 11.9 | 14.9 | 7.1 | 14.8 | 15.4 | 11.2 | 12.1 | 14.6 | 26.4 | 20.7 | 30.5 | 42.8 | 22.3 |
Treynor Ratio | NA | 0.07 | 0.14 | 0.03 | 0.1 | 0.1 | NA | 0.24 | 0.17 | -0.18 | 0.23 | 0.11 | 0.27 | -0.94 | -1.72 | 6.03 | 0.28 | 1.41 | -3.47 | 46.61 | 0.38 | -1.92 | -2.4 | 2.98 | -0.02 |
Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | NA | 0.02 | -0.01 | 0.01 | -0.01 | -0.02 | 0.0 | -0.04 | 0.07 | 0.06 | -0.01 | 0.02 | 0.1 | 0.07 | -0.01 | 0.07 | 0.14 | -0.19 | 0.01 |
Beta | NA | 0.81 | 0.91 | 0.89 | 0.92 | 0.69 | NA | 0.25 | 0.96 | 0.87 | 0.91 | 0.95 | 0.93 | 0.13 | -0.1 | 0.02 | -0.1 | 0.04 | -0.07 | 0.0 | -0.15 | -0.08 | -0.13 | -0.13 | -0.23 |
RSquared | NA | 0.76 | 0.83 | 0.92 | 0.94 | 0.52 | NA | 0.06 | 0.9 | 0.96 | 0.86 | 0.96 | 0.95 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.01 | 0.02 | 0.04 |
Sortino Ratio | NA | 0.75 | 1.64 | 0.2 | 0.59 | 0.56 | NA | 0.39 | 1.8 | -1.0 | 2.33 | 0.4 | 2.99 | -1.05 | 3.75 | 1.3 | -0.25 | 0.76 | 3.1 | 1.85 | -0.28 | 1.08 | 1.42 | -1.25 | 0.03 |
Yield(%) | N/A | 1.1 | 2.8 | 2.3 | 3.1 | 3.3 | 5.8 | 2.46 | 2.4 | 1.9 | 2.8 | 2.3 | 2.4 | 1.9 | 0.6 | 3.6 | 3.0 | 2.8 | 2.6 | 2.8 | 2.3 | 2.1 | 2.5 | 1.7 | 1.0 |
Dividend Growth(%) | N/A | -48.4 | 36.6 | 24.9 | 70.8 | N/A | N/A | N/A | 8.5 | -15.3 | 30.6 | 24.8 | 10.1 | 290.7 | -81.3 | 12.5 | 19.0 | 30.1 | 9.6 | 17.2 | 22.2 | 8.7 | -5.8 | 76.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/2007
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |