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Static Portfolio
Betterment All Equity Portfolio
Betterment All Equity Portfolio (Static Portfolio)
live (public) 0.06% June 04
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 06/04/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| USStock | VTI (Vanguard Total Stock Market ETF) | 0.01% | 33.47% |
| ValueStock | IVE (iShares S&P 500 Value ETF) | 0.29% | 25.79% |
| MidcapValue | IWS (iShares Russell Mid-Cap Value ETF) | 0.34% | 6.83% |
| SmallValue | IWN (iShares Russell 2000 Value ETF) | 0.44% | 5.20% |
| EuropePacific | VEA (Vanguard FTSE Developed Markets ETF) | 0.52% | 21.63% |
| EmergingMkt | VWO (Vanguard FTSE Emerging Markets ETF) | 0.99% | 7.08% |
* Day change on 06/04/2025.
Previous
Performance (As of 06/04/2025)
Since 07/27/2007
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Betterment All Equity Portfolio | 3.9% | 10.6% | 10.7% | 12.6% | 8.7% | 10.4% |
| VFINX (Vanguard (S&P 500) Index) | 6.5% | 13.2% | 19.3% | 16.5% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.8% | 9.8% | 11.8% | 8.9% | 8.4% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 07/27/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 3.9 | 10.6 | 10.7 | 12.6 | 8.7 | 10.4 | 10.4 | 0.0 | 7.0 | 14.0 | 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 | 0.12 | 0.43 | 0.46 | 0.65 | 0.42 | NA | NA | NA | 0.29 | 0.93 | 1.25 | -0.73 | 1.61 | 0.31 | 2.1 | -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 | 16.2 | 16.4 | 16.4 | 23.5 | 36.3 | NA | NA | NA | 59.3 | 6.7 | 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 | 22.3 | 17.0 | 16.2 | 16.3 | 17.6 | NA | NA | NA | 20.8 | 11.2 | 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 | 0.03 | 0.09 | 0.08 | 0.12 | 0.08 | NA | NA | NA | 0.06 | 0.13 | 0.17 | -0.18 | 0.23 | 0.11 | 0.27 | -0.15 | 0.17 | 0.13 | -0.03 | 0.07 | 0.24 | 0.16 | -0.05 | 0.14 | 0.27 | -0.39 | 0.0 |
| Alpha | NA | 0.02 | 0.0 | 0.0 | 0.0 | -0.01 | NA | NA | NA | 0.0 | -0.02 | -0.01 | 0.01 | -0.01 | -0.02 | 0.0 | -0.03 | 0.0 | 0.01 | -0.01 | -0.02 | -0.02 | 0.01 | -0.02 | 0.01 | 0.02 | 0.0 | 0.01 |
| Beta | NA | 0.84 | 0.83 | 0.87 | 0.88 | 0.92 | NA | NA | NA | 1.0 | 0.79 | 0.96 | 0.87 | 0.91 | 0.95 | 0.93 | 0.85 | 0.99 | 1.08 | 0.96 | 0.95 | 1.06 | 1.11 | 1.12 | 1.13 | 1.1 | 1.03 | 1.1 |
| RSquared | NA | 0.96 | 0.92 | 0.92 | 0.91 | 0.93 | NA | NA | NA | 0.95 | 0.8 | 0.9 | 0.96 | 0.86 | 0.96 | 0.95 | 0.95 | 0.86 | 0.91 | 0.95 | 0.94 | 0.95 | 0.95 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 |
| Sortino Ratio | NA | 0.17 | 0.61 | 0.66 | 0.91 | 0.57 | NA | NA | NA | 0.4 | 1.29 | 1.87 | -1.01 | 2.33 | 0.4 | 2.98 | -1.06 | 3.75 | 1.3 | -0.25 | 0.76 | 3.1 | 1.85 | -0.28 | 1.08 | 1.42 | -1.25 | 0.02 |
| Yield(%) | N/A | 0.1 | 1.9 | 2.5 | 3.2 | 3.2 | 5.2 | 5.2 | 3.2 | 2.46 | 2.7 | 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 | -95.7 | -22.1 | 19.9 | 74.2 | N/A | N/A | N/A | N/A | N/A | 34.7 | 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 |
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