Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Couch Potato | 6.91% | 17.05% | 11.38% | 9.99% | 8.90% | 9.00% | 7.51% | 7.61% |
Data as of 08/05/2025, AR inception is 01/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Couch Potato | 01/01/2005 | 08/05/2025 |
| 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 17.05 | 11.38 | 9.99 | 8.90 | 9.00 | 7.51 | 7.61 | 6.91 | 16.98 | 18.51 | -17.23 | 18.54 | 17.17 | 21.22 | -4.06 | 10.96 | 9.07 | -0.72 | 8.02 | 11.23 | 11.09 | 6.96 | 11.17 | 18.34 | -20.93 | 8.28 | 8.09 | 4.88 |
| Sharpe Ratio | NA | 0.97 | 0.63 | 0.62 | 0.62 | NA | NA | 0.59 | 0.31 | 1.37 | 1.53 | -1.06 | 1.97 | 0.83 | 2.65 | -0.55 | 2.52 | 1.22 | -0.10 | 1.38 | 1.68 | 1.92 | 0.72 | 1.33 | 1.54 | -1.25 | 0.64 | 0.76 | 0.45 |
| Standard Deviation(%) | NA | 14.32 | 12.71 | 12.65 | 11.94 | NA | NA | 10.58 | 16.59 | 9.77 | 9.72 | 17.58 | 9.41 | 20.29 | 7.45 | 9.88 | 4.09 | 7.27 | 7.84 | 5.79 | 6.65 | 5.76 | 9.65 | 8.31 | 11.81 | 17.49 | 7.97 | 6.16 | 5.83 |
| Draw Down(%) | NA | 14.26 | 14.26 | 21.60 | 22.44 | NA | NA | 30.40 | 14.26 | 6.05 | 8.45 | 21.58 | 3.93 | 22.44 | 3.32 | 12.84 | 1.46 | 5.09 | 7.54 | 4.10 | 6.58 | 3.40 | 7.47 | 6.91 | 11.65 | 29.88 | 4.81 | 4.06 | 3.46 |
| Yield(%) | NA | 2.69 | 2.69 | 2.35 | 1.99 | NA | NA | 2.50 | NA | NA | 1.55 | 3.02 | 2.73 | 1.52 | 2.24 | 1.88 | 0.28 | 2.97 | 1.33 | 2.09 | 1.96 | 3.11 | 2.89 | 2.25 | 2.07 | 3.25 | 3.52 | 2.61 | 3.82 |
Data as of 08/05/2025, AR inception is 01/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Couch Potato |
-5.75%
Feb 2006 - Feb 2009 |
2.37%
Jun 2005 - Jun 2010 |
5.17%
Jan 2006 - Jan 2016 |
5.55%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Couch Potato |
18.96%
Dec 2018 - Dec 2021 |
13.99%
Feb 2009 - Feb 2014 |
9.99%
Dec 2011 - Dec 2021 |
9.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart