Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Static Portfolio
The Couch Potato
The Couch Potato (Static Portfolio)
live (public) 0.09% November 08
Buy and Hold (Never Rebalance)
VIPSX VIPSX 50.0%
VTSMX VTSMX 50.0%
Simulated from 01/01/2005
Holdings (As of 11/08/2023)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
VIPSX | VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) | 0.26% | 30.56% |
VTSMX | VTSMX (VANGUARD TOTAL STOCK MARKET INDEX FUND INVESTOR SHARES) | 0.02% | 69.44% |
* Day change on 11/08/2023.
Performance (As of 11/08/2023)
Since 01/01/2005
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
The Couch Potato | 9.6% | 10.3% | 4.7% | 7.5% | 6.9% | 8.4% |
VFINX (Vanguard (S&P 500) Index) | 11.0% | 27.0% | 9.4% | 15.3% | 12.6% | 14.4% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.9% | 16.1% | 3.2% | 8.6% | 7.7% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/03/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.8 | 10.3 | 4.7 | 7.5 | 6.9 | 8.4 | 6.4 | 9.6 | -17.2 | 18.5 | 17.2 | 21.2 | -4.1 | 11.0 | 9.1 | -0.7 | 8.0 | 11.2 | 11.1 | 7.0 | 11.2 | 18.3 | -20.9 | 8.3 | 8.1 | 4.9 |
Sharpe Ratio | NA | 0.54 | 0.23 | 0.44 | 0.54 | NA | 0.52 | 0.6 | -1.06 | 1.97 | 0.83 | 2.66 | -0.54 | 2.52 | 1.22 | -0.1 | 1.38 | 1.68 | 1.92 | 0.72 | 1.33 | 1.54 | -1.25 | 0.66 | 0.78 | 0.47 |
Draw Down(%) | NA | 8.4 | 21.6 | 22.4 | 22.4 | NA | 30.4 | 8.4 | 21.6 | 3.9 | 22.4 | 3.3 | 12.8 | 1.5 | 5.1 | 7.5 | 4.1 | 6.6 | 3.4 | 7.5 | 6.9 | 11.7 | 29.9 | 4.8 | 4.1 | 3.5 |
Standard Deviation(%) | NA | 11.4 | 12.8 | 14.0 | 11.0 | NA | 10.4 | 9.8 | 17.6 | 9.4 | 20.3 | 7.5 | 9.9 | 4.1 | 7.3 | 7.8 | 5.8 | 6.6 | 5.8 | 9.7 | 8.3 | 11.8 | 17.5 | 8.0 | 6.2 | 5.8 |
Treynor Ratio | NA | 0.08 | 0.04 | 0.1 | 0.13 | NA | 0.28 | 0.08 | -0.26 | 0.27 | 0.29 | 0.34 | -0.5 | -1.47 | 7.26 | 0.3 | 4.39 | 7.35 | 4.76 | -2.34 | 3.8 | -12.53 | 10.27 | -0.66 | 1.02 | -0.81 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.01 | NA | 0.02 | -0.01 | -0.02 | 0.0 | 0.02 | 0.01 | -0.02 | 0.04 | 0.03 | 0.0 | 0.03 | 0.04 | 0.04 | 0.03 | 0.04 | 0.07 | -0.09 | 0.02 | 0.02 | 0.01 |
Beta | NA | 0.73 | 0.71 | 0.62 | 0.46 | NA | 0.19 | 0.71 | 0.72 | 0.69 | 0.57 | 0.58 | 0.11 | -0.07 | 0.01 | -0.03 | 0.02 | 0.02 | 0.02 | -0.03 | 0.03 | -0.01 | -0.02 | -0.08 | 0.05 | -0.03 |
RSquared | NA | 0.96 | 0.95 | 0.93 | 0.55 | NA | 0.13 | 0.95 | 0.97 | 0.92 | 0.96 | 0.95 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.01 | 0.0 |
Sortino Ratio | NA | 0.83 | 0.32 | 0.59 | 0.74 | NA | 0.71 | 0.88 | -1.44 | 2.85 | 1.09 | 3.95 | -0.7 | 3.76 | 1.77 | -0.13 | 1.95 | 2.39 | 3.03 | 1.01 | 1.91 | 2.37 | -1.61 | 0.9 | 1.19 | 0.67 |
Yield(%) | N/A | 2.7 | 3.0 | 3.0 | 3.0 | 4.4 | 2.5 | 1.5 | 3.0 | 2.7 | 1.5 | 2.2 | 1.9 | 0.3 | 3.0 | 1.3 | 2.1 | 2.0 | 3.1 | 2.9 | 2.3 | 2.1 | 3.3 | 3.5 | 2.6 | 3.8 |
Dividend Growth(%) | N/A | -24.3 | 130.0 | 120.9 | N/A | N/A | N/A | -57.8 | 32.9 | 107.5 | -17.7 | 14.3 | 646.2 | -89.6 | 120.7 | -31.2 | 17.4 | -29.8 | 15.4 | 41.9 | 29.2 | -49.3 | -0.3 | 44.6 | -27.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/01/2005
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |