Strategic: DIY, ranked by Alpha

for period ending March 31, 2025

More ways to view this list of Portfolio Recipes:
Recipe Summary Page (Total Return with Maximum Drawdown Scatterplots)
by Return: Total Return (1, 3, 5, 10, 15, 20 years), Historical Return (past 5 years)
by Risk vs. Return: Risk vs. Return Compass, M-Squared, Alpha, Sharpe Ratio, Sortino Ratio, Treynor Ratio
by Volatility / Risk: Maximum Drawdown, Standard Deviation, Downside Deviation, Beta
by Peer Group: Strategic: DIY, Tactical: DIY, Tactical: Managed

Alpha is another way to see risk-adjusted return, showing the extra return above the expected return given the asset class's volatility (beta). Alpha greater than zero shows performance above what is expected based on its beta versus the benchmark of the S&P 500 (represented by the SPY exchange-traded fund).

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Portfolio Recipes: Strategic: DIY Peer Group
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      Alpha   Total Return, annualized
Recipe Name ID Category 1 year 3 year 5 year 10 year 15 year 20 year   1 year 3 year 5 year 10 year 15 year 20 year
    Group average  
 
U.S. Total Bond Market BND Benchmark -0.8% * * * * *   4.9% * * * * *
S&P 500 SPY Benchmark 0.0% * * * * *   8.3% * * * * *
Strategic 50-50 s.5050 Balanced -0.9% * * * * *   6.2% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark -1.0% * * * * *   6.4% * * * * *
7Twelve Israelson s.712 Balanced -1.6% * * * * *   4.8% * * * * *
Couch Potato: Scott Burns s.couc Balanced -0.2% * * * * *   6.8% * * * * *
Ben Graham 50-50 s.grah Balanced 0.8% * * * * *   7.2% * * * * *
Safe Haven Portfolio s.have Balanced 13.0% * * * * *   18.3% * * * * *
Six Ways from Sunday s.lazy Balanced -1.3% * * * * *   5.4% * * * * *
ETF Moderate s.mode Balanced -0.8% * * * * *   6.1% * * * * *
David Swensen inspired s.swen Balanced -0.8% * * * * *   6.4% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced -1.8% * * * * *   4.6% * * * * *
Lazy: Coffeehouse s.coff Balanced -2.8% * * * * *   4.3% * * * * *
Lazy: Margaritaville s.marg Balanced 0.6% * * * * *   7.2% * * * * *
Lazy: Smart Money s.smar Balanced -1.9% * * * * *   4.9% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity -1.0% * * * * *   6.6% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity -1.1% * * * * *   6.8% * * * * *
ETF Aggressive s.aggr High Equity -1.8% * * * * *   5.1% * * * * *
Ben Stein inspired s.bens High Equity 0.3% * * * * *   7.1% * * * * *
Low Volatility Portfolio s.lowv High Equity 5.6% * * * * *   10.9% * * * * *
Lazy: Aronson s.aron High Equity -2.8% * * * * *   4.3% * * * * *
Lazy: No Brainer s.nobr High Equity -2.3% * * * * *   5.0% * * * * *
Lazy: Second Grader s.seco High Equity -0.1% * * * * *   7.4% * * * * *
Lazy: Yale Unconventional s.yale High Equity -0.9% * * * * *   6.4% * * * * *
Harry Browne inspired s.brow Low Equity 6.8% * * * * *   12.7% * * * * *
Ray Dalio inspired s.dali Low Equity 1.2% * * * * *   7.2% * * * * *
Ivy Portfolio s.ivyp Low Equity -0.0% * * * * *   6.5% * * * * *
No Equity Portfolio s.noeq Low Equity 9.6% * * * * *   15.8% * * * * *
Permanent Plus s.plus Low Equity 9.2% * * * * *   15.6% * * * * *
Black Swan Hyperinflation s.swan Low Equity 7.1% * * * * *   11.5% * * * * *
Talmud Dividend Equities s.talm Low Equity 11.9% * * * * *   18.0% * * * * *
Worst Case Scenario s.wors Low Equity 4.7% * * * * *   9.0% * * * * *
Talmud with Blue Chip s.talc Low Equity 0.1% * * * * *   7.5% * * * * *
Talmud Broad Market s.talb Low Equity -0.3% * * * * *   7.3% * * * * *
Talmud with Small Cap s.tals Low Equity -3.9% * * * * *   3.8% * * * * *
Talmud Equities and Gold s.talg Low Equity 11.9% * * * * *   18.6% * * * * *