VizMetrics Permanent Plus Portfolio

for period ending September 30, 2026


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  Overview

s.plus is the Recipe ID for this portfolio recipe

This Recipe ID appears in the scatterplots and comparisons below.

Portfolio Recipe Provider   VizMetrics (www.vizmetrics.com)

Description   VizMetrics Permanent Plus Portfolio gives investors access to a static portfolio that uses an allocation that is easy to implement with upside potential in a variety of market conditions. This portfolio recipe uses exchange-traded funds and implements a Strategic Asset Allocation approach based on Harry Browne's Permanent Portfolio allocation except with the cash component omitted.

Category   Strategic: DIY. This recipe builds a strategic, do-it-yourself portfolio. This recipe uses a fixed, static allocation.

Ingredients Used   This portfolio recipe invests in three exchange-traded funds (ETFs) which represent three major asset classes: U.S. Large Cap Growth Equity, U.S. Long Term Treasury Bonds, and Gold. The percentage allocation (i.e., weighting) to each of these three ETFs is fixed at one-third (33.33%) each.

Peer Group   Strategic: DIY


You can see how this recipe has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.

Methodology   This portfolio recipe uses a strategic (also called static, passive, or fixed) allocation for each of the three ETFs in this portfolio recipe. The 3 ETFs each represent a major asset class. The steps to create this portfolio recipe are as follows:

  1. VizMetrics identifies the four asset classes in Harry Browne's "Permanent Portfolio," which are as follows: Gold, U.S. Long Term Treasury Bonds, U.S. Stocks, and Cash.

  2. VizMetrics removes Cash from the allocation to allow a higher return while increasing risk.

  3. VizMetrics chooses an exchange-traded fund (ETF) to represent each of the three remaining asset classes. The ETFs chosen to represent the asset classes are as follows: IWF, TLT, GLD.

  4. VizMetrics assigns an equal weighting (percent allocation) to each of the three ETFs.

Cost   Access to this portfolio recipe is included at no extra charge as part of your VizMetrics Investor subscription. You can invest in this portfolio recipe using the Recipe Ingredients listed below at your favorite brokerage. See How to Invest, below.



  How to Invest

For step-by-step instructions on buying the underlying funds, see "How to Choose and Invest".

Since this Portfolio Recipe is "Strategic: DIY," the percentage allocations below are fixed and do not change month to month. RecipeInvesting calculates returns by rebalancing this Portfolio Recipe to the same target allocation every month.

Recipe ingredients, updated September 30, 2026 and used for October 2026 allocation:

🔒 Exact Portfolio Weights Locked

Upgrade to unlock fund tickers and allocation percentages—updated monthly.



  How to Rebalance

Update frequency:   This portfolio recipe does not change monthly. However, since some portfolio ingredients increase in value more than others, you can rebalance each month to return the portfolio to its original recipe allocation.

Rebalancing steps
You need to update this portfolio each month to adhere to this portfolio's recipe. See How to Choose and Invest



  Compare: Total Return

for period ending September 30, 2026

5-year graph

● s.plus ● Global equities (ACWI) ● U.S. equities (SPY) ● U.S. bonds (BND) ● 60% Equity / 40% Bonds (s.6040)
Total Return (Compound Annual Growth Rate)
  YTD      1 year 3 year 5 year 10 year 15 year 20 year
s.plus -1.2% -3.3% 2.6% 18.3% 7.9% 9.3% 8.2% 9.2%
Peer Group* average
60% Equity / 40% Bonds 6.5% -1.4% 8.5% 14.9% 7.3% 9.3% 9.9% 8.0%
Global Equities (ACWI) 12.9% -1.2% 16.6% 21.8% 11.6% 12.5% 11.9%  
U.S. Equities (SPY) 12.7% -0.3% 15.7% 22.8% 13.7% 15.2% 15.6% 11.1%
U.S. Bonds (BND) -2.4% -2.2% -1.5% 4.2% -0.6% 1.1% 1.8% 2.9%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 4.83410920718661% -4.597870940268814% 8.807583293996736% 21.45608361482938% 11.172246671086207% 10.794626191561974% 10.313762777812308% 9.556111461743733%
s.tals 6.2384483772023325% -4.003708629553884% 6.537738409994187% 10.829759875861832% 3.5869442454013134% 5.751845196041083% 7.437414646098661% 5.898811561848016%
s.talb 4.8657161301856044% -3.081806189608136% 5.234433485519574% 12.197019680676991% 4.589762838575884% 6.932335826755653% 8.536668328800424% 6.943746409016338%
s.talc 2.9533135593023285% -4.134002291009775% 3.9041734717901067% 10.224089640087897% 4.100677735290503% 6.377221433430247% 7.755802887379648% 6.599962220632305%
s.wors 2.1744574090017066% -1.7828861976673367% 2.215366465299118% 5.422622893317652% 0.7392459391939665% 1.4734249218112394% -0.6729751996618627% 0%
s.talm 2.9687269795430904% -6.2272992015892985% 6.03542812211888% 17.540870140620648% 9.611123315824477% 8.93305360162846% 9.01899760510696% 8.692262599787748%
s.swan 16.393632239057986% -3.773293802212061% 23.638153497616443% 18.319589025949213% 14.51397076109262% 9.64515979185132% 5.18830663902603% 0%
s.plus -1.189854202876639% -3.322292084336309% 2.5593121502237803% 18.31448244666096% 7.881616303184336% 9.296806808692782% 8.228919013669733% 9.215999878959757%
s.noeq -2.05379900104955% -6.130536751276408% 0.4927329169100769% 13.462254353149405% 3.760167173869511% 4.85402450773782% 5.19472717501408% 6.815220498294128%
s.ivyp 13.88710930648922% -1.9161811803315156% 15.827664496499128% 14.342206299743431% 7.328389734675178% 8.106629757305184% 7.554853425834129% 0%
s.dali 2.7623886944969644% -2.5961281096491384% 4.610374742867074% 10.008695298004987% 3.476522752447342% 5.084924513397282% 5.090163498300759% 0%
s.brow 0.6556597272386% -3.3666760080967384% 4.10849098075754% 14.105818594597629% 6.105794450226543% 6.63026153290347% 6.0024873629846764% 6.897360978229394%
s.yale 5.589516145094664% -3.1418500000000007% 6.6796659115304635% 13.260418231445037% 4.429130901891409% 7.0730702111605925% 8.26724492543034% 6.840248182898123%
s.seco 11.16823349089322% -1.4908% 14.304639621032855% 19.89830618305046% 10.259158508229117% 11.671345641650133% 11.792901872905514% 8.670457026817257%
s.nobr 6.531768763565404% -3.10375% 9.209924510832979% 15.268401655921672% 7.2254021626683596% 9.076256788824288% 9.716413082817121% 7.457812638763106%
s.aron 8.942939353039181% -2.32855% 10.952314339278457% 15.27990900784113% 5.825777094804296% 8.176604210171634% 8.706369778005364% 7.1932058329666315%
s.lowv 4.15523550263055% -2.4246777972529863% 4.635416733292108% 9.002562645100753% 4.802907703187564% 5.117460945336272% 0% 0%
s.bens 11.762303256869377% -1.4170103627218298% 14.674538972045248% 17.44052245690653% 9.780466362086937% 10.02704988361225% 9.86559000951579% 7.512776780865371%
s.aggr 7.865640873879554% -2.662307827478583% 10.42076615723051% 15.556340130377011% 7.153461711175058% 9.130554753765963% 8.995745904379815% 0%
s.8020 9.538155039750817% -1.0686026055517428% 11.88519217600117% 18.582066055640144% 9.942364820037497% 12.039723632730027% 12.576817985908285% 9.591275254918985%
s.7030 8.0266509669916% -1.2107232374555588% 10.17348318198643% 16.729243895918188% 8.63095896626409% 10.698357611918352% 11.2395206409039% 8.826448652890683%
s.smar 7.062465352094471% -2.33775% 8.745502758300239% 12.458339604179969% 6.104637723071171% 7.32635916481168% 8.004439266509443% 6.395247683980609%
s.marg 7.892764444661071% -1.9738100000000005% 10.377010025213561% 15.273586921266013% 6.869440604325794% 8.497231821438422% 8.458160212009824% 6.73938747297631%
s.coff 5.083475078968069% -3.2809% 6.407053226890702% 11.17281255730842% 4.3498769136087745% 6.406919767478136% 7.62238668471098% 6.298052343083005%
s.buyh 5.90510484833715% -2.99604% 7.934433181026468% 11.609502127654391% 4.8958019135674435% 6.274068549353418% 6.770761648542067% 5.666506296261642%
s.swen 5.791787677237514% -3.173741927967656% 6.931467331545216% 13.248002238163647% 4.721272437426971% 7.256646683956158% 8.429867959038905% 0%
s.mode 5.920971451440282% -2.463429721247756% 7.5340324928012015% 13.360266418110367% 5.4284120497194% 7.440793651088362% 7.978036370656039% 0%
s.lazy 10.374348098758057% -3.2419401543040163% 11.292609183314962% 12.568507410624541% 7.223521791869736% 7.017762562071894% 7.346943486252577% 0%
s.have 0.19960080807945868% -4.815133578967201% 5.934534197057628% 16.42722031398076% 8.8337415748855% 7.390797707229524% 6.873989975394212% 0%
s.grah 4.265646759156683% -3.424525881214758% 6.600181850438913% 11.559390752572751% 5.609639448752435% 6.393225093733279% 6.919346821920724% 5.749888769676481%
s.couc 5.15232122906597% -1.693435117604869% 6.395806826054784% 12.753359630362105% 6.212485084620067% 8.4049636840831% 8.617121861947851% 7.333063110398519%
s.712 11.75343223408991% -2.484676571616109% 13.426725610824297% 13.428607223970435% 6.82858685365495% 7.20698509394837% 6.866890650069557% 0%
s.6040 6.521094519927484% -1.3528438693593747% 8.472488331751006% 14.890111537156026% 7.316839251215379% 9.349546359737037% 9.896848895056266% 8.040881779042452%
s.5050 5.021619644404329% -1.4949645012631907% 6.782317822761996% 13.064815859066092% 6.00037509202036% 7.993948637820014% 8.549352419426048% 7.23519288929928%
Historical Return
 
s.plus 5.7% -20.9% 18.7% 16.4% 27.3%
Peer Group* average
60% Equity / 40% Bonds 14.0% -16.7% 17.5% 14.4% 13.2%
Global Equities (ACWI) 18.7% -18.4% 22.3% 17.5% 22.4%
U.S. Equities (SPY) 28.7% -18.2% 26.2% 24.9% 17.7%
U.S. Bonds (BND) -1.9% -13.1% 5.4% 1.4% 7.1%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 19.664464087749135% -15.598216318418368% 17.214711988249064% 18.54098006258551% 26.257197279867796%
s.tals 17.351513207610193% -16.76701103603291% 11.46078195666249% 7.133684654911776% 7.143711663006869%
s.talb 20.441605735252068% -19.444761593458328% 14.393335442289334% 9.84078634469643% 9.180699138846782%
s.talc 18.657946666363003% -14.218504559700262% 11.01069342441965% 7.265542471981523% 8.363995368257292%
s.wors -0.8752760675580395% -5.193713382403498% -5.5850453824132344% 4.927966523632632% 8.065024302946377%
s.talm 19.57841693544953% -8.855614969646163% 10.177053860703822% 13.328345401702023% 22.842353075731438%
s.swan 13.747255890335342% 12.502245884425633% 3.874058370484823% 6.337933712768962% 32.157657641051514%
s.plus 5.721672315740989% -20.918851352939516% 18.717111310016055% 16.3547463663974% 27.315725620718823%
s.noeq 9.360233791399896% -19.908507055782675% 9.533404060398487% 7.330423976047085% 21.33962262478417%
s.ivyp 21.704938427611943% -12.014180951446384% 10.2221855824715% 7.212131442759695% 13.619495853694886%
s.dali 7.299980200963896% -14.241958621420537% 8.90228272830158% 6.448168961579315% 12.844543708212708%
s.brow 3.786635309588071% -14.184331442246778% 11.53634059104478% 11.03751030987028% 20.91220160383267%
s.yale 16.932840736533606% -21.116376540978255% 13.629296093446165% 8.656879153896014% 12.983836928776405%
s.seco 17.451675362682995% -17.83112999626182% 20.463621090641972% 17.629852703283277% 18.686935128696568%
s.nobr 14.863473775715331% -16.286747917806476% 16.917684263414735% 11.328535577219355% 16.252988294336102%
s.aron 9.834311847759714% -18.979648883504485% 14.450440954853349% 9.896857483988253% 15.938913501290731%
s.lowv 6.182711474432234% -7.19217228056449% 6.624104523682117% 8.998048188750696% 8.929717052924246%
s.bens 15.755759283470127% -12.55330653310497% 16.454099965777736% 12.291681719886727% 18.613484564584716%
s.aggr 11.42300425122067% -15.885273632790021% 15.554645404185518% 10.380346282399234% 17.96675156495602%
s.8020 19.745236437691748% -18.069856178937048% 21.715854846908343% 19.055324096660087% 15.145797655752812%
s.7030 16.863416355419012% -17.374022665733214% 19.590493283645394% 16.72905654798138% 14.159066171868817%
s.smar 12.437649444711596% -11.278273380569582% 11.584960028510505% 9.636904002621694% 11.571649317904376%
s.marg 13.1713721596459% -16.895565250573785% 14.206409550113497% 11.464316425293486% 16.820789965756067%
s.coff 13.563426155564962% -14.567101449567343% 10.994479821109993% 7.850264562155007% 9.972190811561177%
s.buyh 10.258527154816921% -12.713752642012565% 9.857140463372627% 6.065553794097078% 14.164930753039528%
s.swen 16.982923182007536% -20.637104995131484% 14.271516132623606% 7.948200154927365% 13.672699987120197%
s.mode 10.587385015341289% -16.87773868773651% 13.79468459314117% 9.534484687131407% 14.32220431041542%
s.lazy 20.14247541111649% -8.044388392624835% 10.664061058410645% 6.005590421040563% 12.798878663478174%
s.have 6.9015112824667435% -4.6883118310033005% 4.053214842370045% 11.765228221760271% 29.74003350271939%
s.grah 10.811553442992317% -10.47245015695144% 10.687017903096784% 6.219470399123939% 15.411458087727015%
s.couc 15.414765101641702% -15.707135213926593% 14.590685741503883% 12.336401529801911% 12.016218451348193%
s.712 14.499841575028771% -9.996463947129019% 9.661785591112881% 6.796065896275483% 13.803986696226467%
s.6040 14.0345204547633% -16.698654282628166% 17.48980070247772% 14.436676192068454% 13.165746115359344%
s.5050 11.257944667126175% -16.04439480282839% 15.413674169784318% 12.17787030166022% 12.166137287402833%


  Compare: Risk vs. Return

for period ending September 30, 2026

Note: This Free subscription only includes access to the 1-year data. Subscribe for full access to 3-, 5-, 10-, 15-, and 20-year metrics. For each Portfolio Recipe, get access to investable allocations, sortable lists, and clickable scatterplots.

Maximum Drawdown vs. Annual Return
● s.plus ● Peer group ● All other recipes ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
● s.plus ● Peer group ● All other recipes ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
● s.plus ● Peer group ● All other recipes ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Beta vs. Annual Return
● s.plus ● Peer group ● All other recipes ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
 
Risk vs. Return Compass*
  1 year 3 year 5 year 10 year 15 year 20 year
s.plus risk vs. 60/40 Worse Worse Worse Worse Worse Better
s.plus return vs. 60/40 Worse Better Better Worse Worse Better
Risk-Return Quadrant
SE NE NE SE SE NW
Risk-Return Direction 139° 28° 60° 165° 173° 339°
Risk-Return Magnitude 7.9 3.9 1.1 0.1 1.7 1.3
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* compares s.plus to s.6040 on the scatterplot "Downside Deviation vs. Annual Return"
M-squared
  1 year 3 year 5 year 10 year 15 year 20 year
s.plus -13.2% -1.8% -5.0% -3.4% -4.9% 1.8%
Peer Group* average
60% Equity / 40% Bonds -4.7% -3.9% -5.3% -2.9% -1.8% 0.1%
Global Equities (ACWI) 1.2% 0.4% -1.7% -2.3% -3.5%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -30.2% -18.9% -21.8% -17.4% -14.1% -5.5%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg -7.304510911146891% 0.19644867582392678% -1.5506974623851875% -2.6742559004504223% -3.73252292396265% -0.7350208438398607%
s.tals -8.35123831949564% -11.492067382964093% -10.314684782571861% -8.724525927034417% -6.6850181512731055% -4.549766847343526%
s.talb -9.817539912607597% -9.057808757429608% -9.103383689429553% -6.98215627498807% -4.8642490275571415% -3.0133487811864335%
s.talc -11.709333569619126% -11.161331800291737% -9.747706675686304% -7.333621435459665% -5.3148227652134405% -2.917569197180221%
s.wors -15.049931444513843% -15.804867083042469% -19.717328750870635% -16.25018626445603% -20.37289085810106% 0%
s.talm -10.059384651348516% -5.189972543731207% -3.357155853504535% -4.888856227569398% -5.2069789719878035% -1.5635708468191982%
s.swan 2.5467968873595037% -4.428823551361214% 2.5325510628111907% -4.623396488681268% -10.24170586524107% 0%
s.plus -13.17009691005731% -1.7594075360540415% -4.993526454881767% -3.3727718399735966% -4.870433275748871% 1.7613018128368676%
s.noeq -15.014583018513905% -9.222141950810927% -10.06877697901747% -9.731328209198296% -9.522916983311381% -2.963733735654583%
s.ivyp 6.5240153219375525% -3.3984699242399223% -5.277228008968542% -5.021756564929155% -5.915147582931335% 0%
s.dali -10.089187027802494% -7.208006008790573% -11.167374841166994% -7.719355212726109% -7.04921209533648% 0%
s.brow -11.468160715123508% -3.450532925591739% -6.565264894756581% -5.1281623901407585% -5.889517121184329% 0.9196365145552701%
s.yale -8.176268314160046% -7.9208191195066515% -9.294967254921973% -6.895800680916926% -5.356394527518804% -3.0735932366480148%
s.seco -0.34744670718196247% -0.7641190880705473% -2.7471611906450386% -2.550880215922552% -2.7684003047648176% -1.9988026354951307%
s.nobr -4.692384533554549% -5.307954992517844% -5.961177384504088% -4.8899984360810915% -4.293449439174658% -2.7024590048804447%
s.aron -3.4824348734290584% -5.41453957534328% -7.602742058556822% -5.562165045055519% -4.963592535119735% -2.5827583526056035%
s.lowv -10.017938887554788% -7.804247962645462% -8.594996767499874% -7.204494260462238% 0% 0%
s.bens 2.681097572136581% -0.18736275351520604% -2.225757295772464% -3.0690771250189695% -3.620650470571272% -2.5094082624314513%
s.aggr -3.67886415478522% -4.818590282432833% -6.075340052808478% -5.0074081475684205% -5.750117439160973% 0%
s.8020 -2.0034810753284287% -2.1697320539165474% -2.9383054710072196% -1.6407207688107306% -1.0859226865087663% -0.08619318221135508%
s.7030 -3.1709286599737965% -2.9481379174483973% -4.02285960018509% -2.195582221368573% -1.3840757775601613% 0.03782283444786927%
s.smar -3.835597488926741% -6.001665621632355% -6.730409270538983% -5.4876645241084505% -4.288355241036232% -2.6058856028406217%
s.marg -3.0845538859857893% -2.831148173896006% -6.041714844681795% -4.523424228743809% -4.664160991723916% -2.8006047356956643%
s.coff -7.835669711493126% -9.498516996488124% -9.430082172886516% -7.22265893463377% -5.260033609581624% -2.9283368832340635%
s.buyh -5.745684183240416% -7.6572858183278285% -8.635069459264376% -6.9841673509994155% -6.093862976524495% -3.6060454291597397%
s.swen -7.8299268653034915% -8.044066224222329% -8.948265085147057% -6.628739727613847% -5.120904762782558% 0%
s.mode -6.352365693811941% -6.061655254803769% -7.939742099986001% -5.714912711992377% -4.889571070542678% 0%
s.lazy -0.5943069513411281% -7.0632343447964665% -5.698556754708324% -7.218052673256491% -6.952571404268902% 0%
s.have -9.832832583652188% -3.693548495984281% -3.365036285071871% -5.6763279821502% -6.5012683677527665% 0%
s.grah -6.838188674073886% -7.273674673977171% -7.553937254300664% -6.779740416435427% -5.697860494900062% -3.2061227052445505%
s.couc -7.413037839664724% -4.901758138052916% -6.633049560435726% -3.401262974523929% -2.6669221127452527% -0.17811295520638737%
s.712 2.8540413250519716% -4.966655523279428% -5.879378453944884% -6.289856706876204% -6.872237676561969% 0%
s.6040 -4.650235539517585% -3.928654190264824% -5.33927794279726% -2.928411069970105% -1.808147028731705% 0.13525274463370884%
s.5050 -6.573036821112779% -5.184673674833242% -6.951290086319219% -3.9151172971041444% -2.426012687080707% 0.17698964744052326%
Alpha
  1 year 3 year 5 year 10 year 15 year 20 year
s.plus -8.8% 3.4% -2.3% 0.7% 0.6% 4.1%
Peer Group* average
60% Equity / 40% Bonds -2.8% -2.4% -3.7% -1.8% -1.0% 0.2%
Global Equities (ACWI) 1.6% 0.9% -1.4% -1.9% -3.0%  
U.S. Equities (SPY) -0.0% 0.0% -0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -6.3% -4.2% -7.5% -3.5% -1.7% 0.4%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg -3.363364387652986% 5.620749262354321% 0.028721459043392628% -0.5322428187437946% -0.7782029337128513% 0.9621705539051186%
s.tals -3.9897517380092102% -6.791145403502626% -7.51307310005983% -5.668527292916217% -3.7477336689729137% -2.8276057152636147%
s.talb -5.357629041228206% -5.117117847088584% -6.792188007365766% -4.4429768273780565% -2.4696322780540294% -1.5845953995205733%
s.talc -5.445385393684131% -5.392580285486264% -6.488987205661617% -4.132154667919108% -2.402242083967166% -1.2746483492823897%
s.wors -0.5405051327359558% 2.45434148037686% -4.705042288142585% -1.7268163017097549% -2.5296330236609026% 0%
s.talm -3.389499013013112% 4.722733030432284% -0.5055160252966964% -1.4305096841965215% -1.0565070896312898% 0.7327510090940539%
s.swan 17.668385301746355% 12.146216061399281% 6.8129715002614555% 0.43129655959613444% -3.8882032135446734% 0%
s.plus -8.77124140380679% 3.426141696353172% -2.349391487084711% 0.6930136095292161% 0.6081477619016962% 4.089453684484729%
s.noeq -8.411902128606778% 0.6729732990776931% -5.886917159935888% -2.894965417589348% -1.4098452882737815% 1.6528635710982043%
s.ivyp 6.568546666184214% 0.33242980811990996% -2.9731595466637426% -2.630196805565763% -3.114867272011727% 0%
s.dali -3.0564821179782182% -1.3498160863556832% -5.305726482728868% -2.6536368533404016% -1.9110223585464512% 0%
s.brow -4.626212825278421% 2.5254039313989916% -2.48825901286844% -0.32903215683513753% -0.009449809846083568% 2.679908167479854%
s.yale -4.784239105724757% -4.340806020940178% -7.197741327668524% -4.4763197588223225% -2.9779324089157564% -1.7770404311197296%
s.seco 0.20261134390401203% -0.08647550372309709% -2.2357503212250496% -2.0407430158125646% -2.2149152839722905% -1.6927112710030885%
s.nobr -2.1645490590149103% -2.6061417070971267% -4.506903720731475% -3.5419350108521126% -3.0269852725750193% -2.0086566015155762%
s.aron -1.4203199568428744% -2.7845561184085934% -5.6934178497165995% -3.7090356808138853% -3.10615128189706% -1.603641850049831%
s.lowv -1.7617462141606013% 0.9261208687654263% -2.5809400821605855% -1.8890748536591984% 0% 0%
s.bens 2.7950483578934655% 0.8948169539947592% -1.3292342387154212% -1.9572865534023336% -2.374938020618502% -1.7992996905783025%
s.aggr -1.3811811525728839% -1.9315800503791234% -4.387164821804256% -3.349362647657692% -4.0162477043575615% 0%
s.8020 -1.5472707131621934% -1.7297939505399906% -2.4967270856539097% -1.3355974801194002% -0.8441280802961977% -0.021289349828456317%
s.7030 -2.1849801047278454% -2.088641941117327% -3.116638914191488% -1.588249239831125% -0.9353285089450623% 0.10371563625402036%
s.smar -0.9145187886265136% -2.224410366264376% -3.840483139191111% -3.0727084731183494% -2.268904984859616% -1.4788314930232431%
s.marg -1.420626433961658% -0.7985322671217503% -4.096297088618156% -2.8024643563822593% -2.8125680188346847% -1.7358468597526748%
s.coff -2.9622249135029763% -4.593264478478015% -6.189353227170173% -4.305225479401714% -2.8291531550835396% -1.6169948120140054%
s.buyh -1.7186713016639112% -2.500348060333164% -4.960615854961361% -3.6734505338626313% -3.0576358817935265% -1.9359031878929889%
s.swen -4.457246364986548% -4.375466975122421% -6.869449629628073% -4.211998751455988% -2.7506222886810976% 0%
s.mode -3.3778393891238014% -2.8830487496463544% -5.2656520560604125% -3.3866558630224874% -2.7118763401497867% 0%
s.lazy 3.1357207813488284% -1.275598992236171% -3.3995894569028673% -4.635561379903992% -4.270811435259396% 0%
s.have -1.0884036010013496% 7.426587012717746% 0.3280404185535395% -0.8191333870379163% -0.9923473061116024% 0%
s.grah -0.9026922461481384% -0.9291561115575098% -4.013353177187927% -3.3393265371596534% -2.531840351223609% -1.4279207972341172%
s.couc -4.12568773091684% -2.5865320661049527% -4.21182287092203% -1.889834993030914% -1.3006766599022876% 0.16227960415396758%
s.712 4.096196811240606% -0.7302419017110413% -3.339823206111845% -3.6296010066899136% -3.9575786322451725% 0%
s.6040 -2.8119753525141995% -2.4338001307348645% -3.7392646040043793% -1.848346230912501% -1.0319033384371714% 0.20798035051657315%
s.5050 -3.4281462590541256% -2.7651216396801797% -4.364234737963574% -2.115229691729585% -1.1333028977118635% 0.2921230488841884%
Sharpe
  1 year 3 year 5 year 10 year 15 year 20 year
s.plus -0.02 1.27 0.30 0.60 0.64 0.73
Peer Group* average
60% Equity / 40% Bonds 0.57 1.12 0.27 0.62 0.83 0.63
Global Equities (ACWI) 0.98 1.41 0.50 0.68 0.74  
U.S. Equities (SPY) 0.90 1.38 0.60 0.81 0.96 0.65
U.S. Bonds (BND) -1.34 -0.01 -0.71 -0.27 -0.01 0.26
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 0.404677443905691 1.3994367524967348 0.5030438965051909 0.6492145563405882 0.7192801549035979 0.6003775458378335
s.tals 0.31211945831989746 0.576066935624714 -0.00953013591839693 0.2869492623507115 0.5224408815906375 0.3648668338203
s.talb 0.2026509316021498 0.7506928428088443 0.06162053049471193 0.3882047878006104 0.6371052337005205 0.4551126786011658
s.talc 0.06477371063925177 0.5957497956070661 0.01907089858879558 0.36218523624734844 0.6040403613882711 0.45576208839262317
s.wors -0.19356187079519294 0.22375366254843404 -0.5793421264051242 -0.20653805972300293 -0.43507080541757576 0
s.talm 0.21533921558678631 1.0291374573599144 0.4006945330496968 0.518792713934455 0.6236332040574141 0.5489709802557154
s.swan 1.0657056838691552 1.0754027597335545 0.7315894862345682 0.5422240704305303 0.3020432636117198 0
s.plus -0.023903741889373612 1.2690408946418967 0.3020870991233206 0.6008496477513778 0.6384774064953717 0.7331456851342644
s.noeq -0.15682381608867935 0.744113157973994 0.007925805075556602 0.2225068369619447 0.33584679984112287 0.4562603552658549
s.ivyp 1.3289376984145593 1.1513197526504622 0.27529411874148924 0.5009002275159722 0.5683830315272809 0
s.dali 0.17002488038267638 0.8781113343047554 -0.07979451943971504 0.3177404262030214 0.4717770106285894 0
s.brow 0.08691243471734895 1.1528165817458538 0.19316929661094284 0.4802576169503907 0.5573510910259657 0.6707769946253282
s.yale 0.3252032600731171 0.8327310914694969 0.05273670827025829 0.393614711133762 0.6053491262876817 0.4506166278515782
s.seco 0.8722387994562528 1.3333222596788645 0.43714965447998894 0.6609762481741768 0.7829189019273428 0.5263440246925892
s.nobr 0.5698952166703195 1.0185734216869837 0.2485689690379909 0.519566663646104 0.6810806407403182 0.47760943154269037
s.aron 0.6578384787958146 1.0102995836599387 0.15105482036344273 0.4744871233235149 0.6331089353275263 0.4804173901858466
s.lowv 0.17506083231749237 0.8343640746447961 0.061293289157063356 0.3477590402838778 0 0
s.bens 1.0729440124205745 1.3777622744772124 0.4540870157082719 0.6219455514996044 0.7224311778615318 0.4888153937999414
s.aggr 0.6425797929119249 1.0524750799333387 0.2420751259434504 0.5135656387860381 0.591018268952622 0
s.8020 0.7574247122749294 1.2377041536770181 0.4248105386209507 0.7106933867463296 0.8856164251333837 0.6338502942000175
s.7030 0.6744051164903113 1.185157214357656 0.3567315858637508 0.6724920829941488 0.8620092298764723 0.6349304953918598
s.smar 0.6238787525362043 0.9673678288052492 0.186506986773364 0.46952512199389296 0.6689771927773249 0.4708770039203724
s.marg 0.6813239161080449 1.1939207264462792 0.23459190005321012 0.530154355198796 0.6486550156706172 0.4642058592768799
s.coff 0.34247316322721716 0.7157729918005798 0.03568798012986288 0.36841144916271135 0.6064972123826426 0.45169692065992506
s.buyh 0.492473937812796 0.8469061040234559 0.07732431935242784 0.37776407171961757 0.5498398757557017 0.40881346837918087
s.swen 0.34963493103911014 0.8240166569559396 0.07316574279047419 0.4094130371292945 0.6206969321200076 0
s.mode 0.44929955053934223 0.9639217353186896 0.12296591643116325 0.45812365047857617 0.631908704620047 0
s.lazy 0.8497072070262167 0.8904427007176885 0.2565967467319584 0.3787556865519078 0.5066013545373487 0
s.have 0.2210915294418566 1.1327959308751718 0.3883447540628002 0.4615129729192536 0.5298702711241408 0
s.grah 0.40904208385035956 0.8749873541480498 0.14004886843289555 0.39003757484536966 0.5747005518907605 0.4304366933556045
s.couc 0.36888118654612434 1.04812382945517 0.1926768063079123 0.5863911591332476 0.7670113423172927 0.6099515689952897
s.712 1.0838811524745942 1.0396421096334896 0.23952407610869614 0.42674233558971236 0.5065946607961492 0
s.6040 0.5679348691093687 1.1170780496803712 0.2748337805461224 0.623151169615759 0.8295208719958558 0.6342004727107441
s.5050 0.42805017547611485 1.02765738643058 0.1754883760568551 0.5580560431390237 0.783506471609018 0.6297209704374888
Sortino
  1 year 3 year 5 year 10 year 15 year 20 year
s.plus -0.03 2.14 0.42 0.92 1.00 1.16
Peer Group* average
60% Equity / 40% Bonds 1.08 2.08 0.39 0.92 1.28 0.93
Global Equities (ACWI) 1.89 2.80 0.75 1.01 1.14  
U.S. Equities (SPY) 2.12 2.88 0.92 1.26 1.55 0.97
U.S. Bonds (BND) 1.08 2.08 0.39 0.92 1.28 0.93
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 0.5832445659913841 2.356076109230424 0.7258565058205382 0.9665170327840273 1.1319096731782994 0.8826970537101396
s.tals 0.5136631440317295 0.9537846590143635 -0.01333993550446026 0.404393818972777 0.7782585413014469 0.514800305720938
s.talb 0.3190409394559693 1.2570841065949432 0.08446476002730523 0.5457210033852194 0.9478730214303737 0.6434172044317715
s.talc 0.09028926026623926 0.9460792396923724 0.02602850028300379 0.5074649284778635 0.8964455442467084 0.6476467230519074
s.wors -0.2764285917507689 0.3457629437078172 -0.6819555559990975 -0.27481547280188834 -0.5697947085995709 0
s.talm 0.313684114466442 1.6706887890362048 0.5815277326674725 0.7590826129051842 0.9653516666714086 0.806563464352138
s.swan 2.0539691861989997 2.151023263940415 1.2222015285805692 0.8537879273656962 0.4590730172214731 0
s.plus -0.03167484201179172 2.138391941092837 0.4249264649995769 0.9156837587754494 1.0013271266021877 1.1602883764227436
s.noeq -0.2100570520338898 1.183352796482171 0.010840614396928737 0.3204067185267023 0.4997742056870225 0.6792662508702021
s.ivyp 3.446557888975377 2.1592383560353805 0.3829982261134119 0.7062020205120074 0.8335096707946849 0
s.dali 0.2446184103856837 1.4821859264353872 -0.10146267609484239 0.4337989657143351 0.6700618701465352 0
s.brow 0.11743115329787764 1.8992715878647133 0.264677789813607 0.7122298121243014 0.8566983817249503 1.0441427135382841
s.yale 0.4978416257601212 1.3860987741428998 0.07103418305564009 0.5506247275091527 0.8901501255429061 0.6336224998540642
s.seco 1.6245473482659878 2.558795546261785 0.6385723117877409 0.980673749660057 1.2099089286206188 0.7604471889601867
s.nobr 0.8739653034494911 1.7697780226789395 0.3529651706201722 0.7534353496216976 1.0325337085298314 0.6864301530049881
s.aron 1.0764091276914494 1.7391889426066154 0.20757571930963944 0.6790957038490508 0.9458295189022274 0.6854562167583326
s.lowv 0.2359392564162657 1.2550972115692043 0.08036745443353017 0.4706316234729649 0 0
s.bens 2.02503653948724 2.6424381593824156 0.658635651884857 0.9103835320363488 1.1057140669732728 0.7023724015622974
s.aggr 1.018373884160709 1.850556289500944 0.34594243580573947 0.7545776556381997 0.9056542143068944 0
s.8020 1.6337165201646278 2.425123160309987 0.6239947872492033 1.0733010265660374 1.396460890741998 0.9331950742409566
s.7030 1.374015538004478 2.2712699991153067 0.5130963520820306 1.0050989783643487 1.3457071074778795 0.93271408533535
s.smar 0.9784920472120432 1.6418224989851438 0.25818783590038996 0.6621912247950882 0.9928805181525082 0.6673321599535393
s.marg 1.1441817874619435 2.1604110413324635 0.32009070845091014 0.7556401514066182 0.9656120344672868 0.6559117511542013
s.coff 0.4969137351213311 1.1537089113167178 0.04832611513846632 0.5134455560619549 0.8885958097768558 0.6381817009011245
s.buyh 0.7188057811292102 1.3584952734705336 0.10392350172952623 0.5272510911493581 0.80578942274931 0.5772181908075331
s.swen 0.538297618131495 1.361332488265022 0.09935386104529828 0.5748552245966881 0.9167024123308222 0
s.mode 0.7289400219308954 1.6854308343398925 0.16845369342381655 0.650975790922185 0.9430856915771059 0
s.lazy 1.577845846338063 1.4785227264511016 0.3526774092331023 0.5285258221394048 0.7408273788150385 0
s.have 0.32876839780472084 1.8616172900465071 0.5511158642823932 0.6579056888732554 0.7751071360933112 0
s.grah 0.5566315726731155 1.4082079802447656 0.18876555417190724 0.5400338088558386 0.83178198459756 0.6058544828868914
s.couc 0.6768692347784757 1.9107895905148442 0.262298752366542 0.8488951592335803 1.1601635093236384 0.8747462847521278
s.712 2.269884306321672 1.8626696517280728 0.3312323808613206 0.5958748380544671 0.7404154920964227 0
s.6040 1.078109157797526 2.0820478547704337 0.38611175404195497 0.9192543160764025 1.278115070822399 0.9284506004576987
s.5050 0.7458142592391822 1.8512057164307436 0.2402341230203057 0.8098336340710556 1.186622732885304 0.9169969006574803
Treynor
  1 year 3 year 5 year 10 year 15 year 20 year
s.plus -0.2 2.4 0.5 1.4 1.5 2.1
Peer Group* average
60% Equity / 40% Bonds 0.8 1.5 0.4 1.0 1.2 1.0
Global Equities (ACWI) 1.4 1.9 0.8 1.0 1.1 n/m
U.S. Equities (SPY) 1.2 1.8 0.9 1.2 1.4 0.9
U.S. Bonds (BND) n/m -0.1 -2.0 n/m n/m n/m
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
Treynor ratio is shown as n/m ("not meaningful") when a portfolio recipe's beta is between -0.20 and +0.20. The Treynor ratio divides excess return by beta, so near-zero beta creates extreme results that are not meaningful for comparison.
s.talg 0.7 2.7 0.9 1.2 1.3 1.1
s.tals 0.5 0.9 -0.1 0.4 0.8 0.6
s.talb 0.3 1.1 0 0.6 1 0.7
s.talc 0 1 -0.1 0.6 1 0.7
s.wors 0 0 0 0 0 0
s.talm 0.5 2.9 0.8 1 1.2 1
s.swan 0 0 2.9 1.3 0.6 0
s.plus -0.2 2.4 0.5 1.4 1.5 2.1
s.noeq -0.7 2 -0.1 0.5 1 1.4
s.ivyp 2.6 1.9 0.4 0.8 0.9 0
s.dali 0.3 1.5 -0.2 0.6 0.9 0
s.brow 0.1 2.5 0.3 1.1 1.4 2
s.yale 0.5 1.2 -0 0.6 0.9 0.7
s.seco 1.2 1.8 0.7 1 1.1 0.7
s.nobr 0.9 1.5 0.3 0.8 1 0.7
s.aron 1 1.5 0.2 0.7 0.9 0.7
s.lowv 0.4 2.3 0.1 0.7 0 0
s.bens 1.6 2 0.7 1 1.1 0.7
s.aggr 1 1.6 0.3 0.8 0.9 0
s.8020 1 1.6 0.6 1.1 1.3 0.9
s.7030 0.9 1.6 0.5 1 1.2 0.9
s.smar 1 1.4 0.3 0.7 1 0.7
s.marg 1 1.7 0.3 0.8 1 0.7
s.coff 0.6 1.1 -0 0.6 0.9 0.7
s.buyh 0.9 1.4 0.1 0.6 0.8 0.6
s.swen 0.5 1.2 0 0.6 1 0
s.mode 0.6 1.4 0.1 0.7 0.9 0
s.lazy 2 1.6 0.4 0.6 0.8 0
s.have 0.8 4.8 1 1.1 1.1 0
s.grah 0.9 1.6 0.2 0.6 0.9 0.7
s.couc 0.5 1.4 0.3 0.9 1.1 1
s.712 2.1 1.7 0.4 0.7 0.8 0
s.6040 0.8 1.5 0.4 1 1.2 1
s.5050 0.6 1.4 0.2 0.9 1.2 1


  Compare: Risk & Volatility

for period ending September 30, 2026

Maximum Drawdown
  1 year 3 year 5 year 10 year 15 year 20 year
s.plus 8.8% 8.8% 24.0% 24.0% 24.0% 24.0%
Peer Group* average
60% Equity / 40% Bonds 3.7% 4.5% 20.7% 20.7% 20.7% 32.2%
Global Equities (ACWI) 6.1% 6.1% 25.7% 25.7% 25.7%  
U.S. Equities (SPY) 5.8% 7.6% 23.9% 23.9% 23.9% 50.8%
U.S. Bonds (BND) 4.1% 4.1% 15.8% 17.3% 17.3% 17.3%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 7.5% 7.5% 21.2% 21.2% 21.2% 38.5%
s.tals 4.6% 8.4% 19.9% 19.9% 19.9% 41.7%
s.talb 4.4% 5.1% 22.9% 22.9% 22.9% 41.1%
s.talc 4.5% 4.9% 19.9% 19.9% 19.9% 37.9%
s.wors 5.2% 5.2% 15.5% 15.5% 29.7% 0%
s.talm 9.7% 9.7% 16.7% 16.7% 16.7% 36%
s.swan 9.9% 9.9% 14.1% 23.8% 37.2% 0%
s.plus 8.8% 8.8% 24% 24% 24% 24%
s.noeq 12.2% 12.2% 24.1% 24.1% 24.1% 24.1%
s.ivyp 1.9% 3.3% 17% 18.1% 18.1% 0%
s.dali 2.6% 2.6% 17.9% 17.9% 17.9% 0%
s.brow 5.9% 5.9% 17.5% 17.5% 17.5% 17.5%
s.yale 5.3% 5.3% 25.6% 25.6% 25.6% 42.2%
s.seco 5.8% 5.8% 24.5% 24.5% 24.5% 49.2%
s.nobr 5.2% 5.2% 23.4% 23.4% 23.4% 43.3%
s.aron 5.5% 5.5% 24.3% 24.3% 24.3% 41.1%
s.lowv 3.2% 3.2% 13.2% 13.2% 0% 0%
s.bens 4.6% 4.6% 19.8% 19.8% 19.8% 45%
s.aggr 5.6% 5.6% 23.5% 23.5% 23.5% 0%
s.8020 4.4% 6.5% 22.7% 22.7% 22.7% 42.1%
s.7030 4% 5.5% 21.7% 21.7% 21.7% 37.3%
s.smar 4.1% 4.1% 17.1% 17.1% 17.1% 37.6%
s.marg 5% 5% 23% 23% 23% 40.5%
s.coff 4.3% 5.1% 19.8% 19.8% 19.8% 36%
s.buyh 4.8% 4.8% 18.7% 18.7% 18.7% 35.7%
s.swen 5.2% 5.2% 25.1% 25.1% 25.1% 0%
s.mode 4.3% 4.3% 21.6% 21.6% 21.6% 0%
s.lazy 3.2% 4.7% 17% 21.4% 21.4% 0%
s.have 11.1% 11.1% 15.1% 15.1% 15.1% 0%
s.grah 3.7% 3.7% 18.2% 18.2% 18.2% 32.4%
s.couc 3.2% 3.2% 19.4% 19.4% 19.4% 28.7%
s.712 2.5% 3.8% 16% 19.1% 19.1% 0%
s.6040 3.7% 4.5% 20.7% 20.7% 20.7% 32.2%
s.5050 3.4% 3.5% 19.6% 19.6% 19.6% 26.7%
Standard Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
s.plus 12.9% 12.1% 13.5% 12.0% 10.9% 11.2%
Peer Group* average
60% Equity / 40% Bonds 8.9% 10.2% 12.1% 11.5% 10.4% 10.9%
Global Equities (ACWI) 14.3% 13.7% 16.6% 16.4% 15.5%  
U.S. Equities (SPY) 14.6% 14.9% 17.8% 17.7% 16.2% 17.1%
U.S. Bonds (BND) 3.6% 5.6% 6.3% 5.2% 4.6% 4.6%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 15% 13.6% 15.1% 13.9% 13.1% 15.2%
s.tals 10.5% 12.7% 13.4% 12.9% 12% 14%
s.talb 9.3% 11.5% 13.3% 12.4% 11.5% 13.4%
s.talc 9% 10.9% 12.3% 11.4% 10.6% 12.3%
s.wors 6.3% 5.3% 5.7% 5.4% 5.3% 0%
s.talm 16.2% 14.3% 14.9% 13.5% 12.9% 14.8%
s.swan 21.4% 14.4% 15.2% 14.7% 14.3% 0%
s.plus 12.9% 12.1% 13.5% 12% 10.9% 11.2%
s.noeq 13.7% 13.8% 14% 12.2% 11.8% 12.9%
s.ivyp 9.5% 9.3% 12% 11.8% 11% 0%
s.dali 6.3% 6.8% 8.6% 7.7% 7.1% 0%
s.brow 10% 9.1% 9.9% 8.5% 7.8% 8.1%
s.yale 10.5% 11.8% 13.8% 12.6% 11.6% 13.2%
s.seco 13.1% 12.9% 15.3% 15.3% 14.2% 15.7%
s.nobr 10.4% 11.7% 14% 13.9% 12.8% 14.1%
s.aron 11.9% 11.8% 13.6% 12.9% 11.9% 13.2%
s.lowv 6.2% 5.8% 7.2% 7.1% 0% 0%
s.bens 10.8% 10.3% 12.9% 13% 12.2% 13.8%
s.aggr 11.2% 11.6% 14.2% 14.2% 13.7% 0%
s.8020 11.5% 12.7% 14.9% 14.7% 13.4% 14.2%
s.7030 10.2% 11.4% 13.5% 13% 11.8% 12.5%
s.smar 8.5% 9% 10.6% 10.7% 9.8% 11.2%
s.marg 10.4% 9.8% 12.4% 11.9% 11.1% 12.4%
s.coff 8.7% 10.4% 11.8% 11.2% 10.3% 11.5%
s.buyh 9.2% 9.2% 10.8% 10.3% 9.6% 11%
s.swen 10.5% 11.9% 13.8% 12.6% 11.6% 0%
s.mode 9.2% 10.1% 11.9% 11.3% 10.5% 0%
s.lazy 9.3% 9.9% 12.9% 13.3% 12.2% 0%
s.have 13.8% 11.6% 12.5% 11.1% 10.4% 0%
s.grah 7.5% 8.8% 10.9% 10.3% 9.4% 10.5%
s.couc 7.9% 8.5% 10.9% 10.2% 9.3% 9.9%
s.712 9.3% 9.3% 11.6% 11.7% 11% 0%
s.6040 8.9% 10.2% 12.1% 11.5% 10.4% 10.9%
s.5050 7.6% 9.1% 10.9% 10% 9% 9.4%
Downside Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
s.plus 9.5% 6.7% 8.8% 7.3% 6.5% 6.7%
Peer Group* average
60% Equity / 40% Bonds 4.4% 4.9% 7.8% 7.2% 6.3% 7.1%
Global Equities (ACWI) 7.2% 6.3% 10.2% 10.5% 9.6%  
U.S. Equities (SPY) 5.9% 6.6% 10.6% 10.9% 9.6% 11.1%
U.S. Bonds (BND) 3.1% 3.2% 4.5% 3.6% 3.1% 2.9%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 10.3% 7.6% 9.6% 8.8% 7.9% 10%
s.tals 6.1% 7.1% 8.7% 8.6% 7.6% 9.6%
s.talb 5.7% 6.3% 8.8% 8.3% 7.3% 9.2%
s.talc 6.3% 6.3% 8.1% 7.6% 6.7% 8.3%
s.wors 4% 2.8% 4% 3.5% 3.7% 0%
s.talm 11% 8.3% 9.4% 8.7% 7.9% 9.8%
s.swan 10.9% 6.7% 8.3% 8.9% 9.1% 0%
s.plus 9.5% 6.7% 8.8% 7.3% 6.5% 6.7%
s.noeq 10.1% 8.1% 9.4% 7.9% 7.5% 8.3%
s.ivyp 3.2% 4.3% 7.7% 7.9% 7.1% 0%
s.dali 4% 3.4% 5.9% 5.1% 4.6% 0%
s.brow 7.1% 5% 6.4% 5.1% 4.6% 4.8%
s.yale 6.7% 6.5% 9.4% 8.5% 7.5% 9.1%
s.seco 6.8% 6.1% 9.6% 9.8% 8.8% 10.5%
s.nobr 6.6% 6.2% 9% 9.1% 8.1% 9.5%
s.aron 7.1% 6.3% 9% 8.5% 7.6% 8.9%
s.lowv 4.3% 3.3% 4.6% 4.7% 0% 0%
s.bens 5.5% 4.8% 8% 8.3% 7.6% 9.3%
s.aggr 6.9% 6% 9% 9.2% 8.6% 0%
s.8020 5.1% 5.9% 9.3% 9.2% 8.1% 9.3%
s.7030 4.7% 5.3% 8.5% 8.2% 7.2% 8.2%
s.smar 5.2% 4.7% 6.8% 7.1% 6.2% 7.6%
s.marg 6% 4.9% 8.2% 7.8% 7% 8.5%
s.coff 5.8% 5.9% 7.9% 7.6% 6.6% 7.8%
s.buyh 6.1% 5.2% 7.2% 6.9% 6.2% 7.5%
s.swen 6.6% 6.6% 9.3% 8.4% 7.4% 0%
s.mode 5.4% 5.2% 7.8% 7.4% 6.6% 0%
s.lazy 4.7% 5.4% 8.5% 9% 8% 0%
s.have 9.1% 6.6% 8% 7.3% 6.7% 0%
s.grah 5.3% 4.9% 7.2% 6.9% 6.1% 7.1%
s.couc 3.9% 4.1% 7.1% 6.5% 5.7% 6.6%
s.712 4.1% 4.6% 7.5% 7.9% 7.1% 0%
s.6040 4.4% 4.9% 7.8% 7.2% 6.3% 7.1%
s.5050 4% 4.4% 7.1% 6.4% 5.5% 6.1%
Beta
  1 year 3 year 5 year 10 year 15 year 20 year
s.plus 0.64 0.57 0.62 0.47 0.42 0.36
Peer Group* average
60% Equity / 40% Bonds 0.63 0.70 0.71 0.67 0.66 0.65
Global Equities (ACWI) 0.94 0.90 0.93 0.93 0.95  
U.S. Equities (SPY) 1.00 1.00 1.00 1.00 1.00 1.00
U.S. Bonds (BND) 0.63 0.70 0.71 0.67 0.66 0.65
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 0.7054819739086639 0.6235932970576494 0.7202169973107088 0.6851943288766595 0.6727817078507679 0.7298115825496256
s.tals 0.5688315980966857 0.720686394247213 0.7154527163552951 0.6927168008595218 0.6795979669286677 0.7440017099860001
s.talb 0.5742006688769424 0.7040054376567616 0.7463255334471423 0.6890916807046226 0.6665153499132577 0.7227849740766522
s.talc 0.4708888468281672 0.6117030908870241 0.6595671390473904 0.6194260003342368 0.6044658905092973 0.6527609415937693
s.wors -0.07736373934186287 -0.07607200482864528 0.09612833565095913 0.03139694376473688 -0.0027762700307310834 0
s.talm 0.4771555754549666 0.4595286717471525 0.6077689923267884 0.6076951766756624 0.5984281121224202 0.6618550638960602
s.swan 0.18986566508368852 0.09820965535942497 0.34324698897697653 0.5152003672161583 0.525352158000707 0
s.plus 0.6356047966660359 0.5720990996172264 0.620292783240613 0.4661194688613622 0.4188656350326323 0.3584036618400877
s.noeq 0.4338942753469175 0.45795958041683926 0.5563508890126587 0.39734947472822874 0.34453122116879836 0.3622395071586758
s.ivyp 0.4633688463472752 0.5243258503605799 0.6280173514365694 0.6377246748751254 0.6418947042894663 0
s.dali 0.33097536771201114 0.3801593337253568 0.4616480751608698 0.39651048412657003 0.37354328502381784 0
s.brow 0.4197648151924231 0.39222565732776404 0.44103990465605086 0.33381742337722187 0.30118025731158155 0.2610266651921504
s.yale 0.6466927178271598 0.7196162088871642 0.7731453794939666 0.7030964188193162 0.6839890585272573 0.732312458198985
s.seco 0.8660476616085253 0.8492257192957695 0.8681987702116 0.8770882372902703 0.8860747274463431 0.9193213212715969
s.nobr 0.6392566626523681 0.7344783454580938 0.7846907754996798 0.7890828648323561 0.7935831484833143 0.823271935494954
s.aron 0.7222518332445742 0.7448056261827624 0.7613542971277659 0.7301481461610172 0.7254899575409508 0.7515458209898688
s.lowv 0.22540272778725115 0.20169187626621285 0.3085176663661164 0.3376181102438624 0 0
s.bens 0.6812478717239332 0.6622207937934796 0.7165130705540457 0.7380884069193987 0.7567984452330143 0.8067342459655226
s.aggr 0.6748002930892726 0.713455130056305 0.7637011395900374 0.7779585162861387 0.8132307518364801 0
s.8020 0.8103745699569426 0.8670110934730165 0.8620865995223405 0.8499948664806998 0.8431454118110869 0.8389208534948339
s.7030 0.7210735406988502 0.7857740073292853 0.7863653087753155 0.7624064404180829 0.7519940692343529 0.7436070726183285
s.smar 0.4967032297541153 0.5609197926124164 0.5889870504268099 0.6105515462763621 0.6128999729905351 0.6527040217584431
s.marg 0.674441854038461 0.6364688276456937 0.7007485710719048 0.6830082404657045 0.6858580933425277 0.7170963984184111
s.coff 0.47252846712459345 0.6198273265890041 0.654044331867128 0.6357390320870626 0.6259348877817034 0.6570922823451628
s.buyh 0.49612808898651733 0.5297675076931837 0.5792737159573434 0.5742238994259494 0.5803523513208378 0.6236042843238639
s.swen 0.6404407021685242 0.7208258119996471 0.7691867958103962 0.6966004198699987 0.6792572317199245 0
s.mode 0.600792209989777 0.6457778657875106 0.6709992544745168 0.6450154048194846 0.6433717395557206 0
s.lazy 0.3717205606257067 0.5153172908083289 0.6632296401051913 0.7114580370570557 0.7112429156216926 0
s.have 0.27743471934063524 0.25194617655765883 0.43136498272698365 0.4344327691586255 0.43682866263348896 0
s.grah 0.3173405119863153 0.44160670779078387 0.5537127531079866 0.5569294986116812 0.5527596095039381 0.5781235169369663
s.couc 0.5683330760777511 0.5966528595610323 0.6414599046934656 0.6021629777681913 0.5868919874416586 0.5773709246310779
s.712 0.46930653295486596 0.5324318984200137 0.6134380877863054 0.6457504546503874 0.6532144829126584 0
s.6040 0.6317725114407592 0.7045369211855536 0.7106440180282914 0.674818014355467 0.6608427266576187 0.6482932917418225
s.5050 0.5424714821826672 0.6232998350418223 0.6349227272812668 0.5872295882928509 0.5696913840808843 0.552979510865316


  Compare: Correlation

for period ending September 30, 2026

  1 year 3 year 5 year 10 year 15 year 20 year
to Global Stocks (ACWI) 0.76 0.78 0.83 0.68 0.61
to S&P500 (SPY) 0.64 0.68 0.77 0.65 0.58 0.53
to U.S. Bonds (BND) 0.74 0.73 0.83 0.81 0.77 0.76
to Commodities (DBC) -0.08 -0.20 -0.04 0.02 0.09 0.23
to Gold (GLD) 0.85 0.63 0.65 0.69 0.72 0.74


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