Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Betterment All Equity Portfolio | 3.86% | 10.57% | 10.57% | 12.55% | 8.74% | 10.39% | NA | 7.34% |
Data as of 06/04/2025, AR inception is 07/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Betterment All Equity Portfolio | 07/27/2007 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | 10.57 | 10.57 | 12.55 | 8.74 | 10.39 | NA | 7.34 | 3.86 | 14.04 | 20.20 | -14.21 | 20.71 | 10.71 | 26.58 | -11.03 | 18.03 | 14.22 | -2.74 | 6.22 | 25.92 | 17.84 | -5.55 | 15.79 | 30.40 | -39.34 | 1.50 |
| Sharpe Ratio | NA | 0.43 | 0.46 | 0.65 | 0.42 | NA | NA | 0.29 | 0.12 | 0.93 | 1.25 | -0.73 | 1.61 | 0.31 | 2.10 | -0.83 | 2.43 | 0.94 | -0.18 | 0.56 | 2.14 | 1.22 | -0.21 | 0.76 | 0.99 | -0.94 | 0.02 |
| Standard Deviation(%) | NA | 17.00 | 16.17 | 16.31 | 17.58 | NA | NA | 20.83 | 22.29 | 11.21 | 13.21 | 21.42 | 12.85 | 33.92 | 11.94 | 14.88 | 7.15 | 14.83 | 15.37 | 11.16 | 12.11 | 14.58 | 26.43 | 20.65 | 30.49 | 42.78 | 22.30 |
| Draw Down(%) | NA | 16.36 | 16.36 | 23.54 | 36.33 | NA | NA | 59.31 | 16.25 | 6.73 | 11.76 | 23.54 | 6.09 | 36.33 | 6.86 | 20.61 | 2.40 | 11.17 | 14.26 | 8.65 | 7.82 | 12.51 | 24.06 | 16.12 | 29.92 | 51.65 | 10.00 |
| Yield(%) | NA | 2.91 | 2.40 | 2.59 | 2.41 | NA | NA | 2.46 | NA | 0.87 | 2.43 | 1.92 | 2.77 | 2.31 | 2.36 | 1.89 | 0.57 | 3.57 | 3.05 | 2.75 | 2.57 | 2.77 | 2.25 | 2.11 | 2.53 | 1.68 | 0.96 |
Data as of 06/04/2025, AR inception is 07/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Betterment All Equity Portfolio |
-8.76%
Aug 2007 - Aug 2010 |
-1.91%
Oct 2007 - Oct 2012 |
4.89%
Oct 2007 - Oct 2017 |
4.71%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Betterment All Equity Portfolio |
25.67%
Feb 2009 - Feb 2012 |
21.74%
Feb 2009 - Feb 2014 |
13.94%
Feb 2009 - Feb 2019 |
12.64%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart