Global Equities: Beta vs. Annual Return (15 Year)
for period ending August 31, 2026
In the scatterplot below, each dot is a Portfolio Ingredient (Asset Classes, Equities, or Sectors).
- Hover over any dot to view the Portfolio ID and data.
- Click any dot to open the detail page for that Portfolio Ingredient.
- Dots near the top left (indicated by the green star) have a better risk vs. return combination.
- Dots near the bottom right (indicated by the red octagon) have a worse risk vs. return combination.
Beta vs. Annual Return
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Portfolio Ingredients: Global Equities
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S&P 500 (SPY)
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U.S. Bonds (BND)
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Balanced (60% Equity / 40% Bonds)