Asset Allocation Lab
13 strategies · 30-year history · updated daily
60/40 Portfolio
balanced2 asset classes · annual rebalancing
1-year return+11.0%
Permanent Portfolio (Harry Browne)
conservative4 asset classes · annual rebalancing
1-year return+10.2%
All Weather Portfolio (Ray Dalio)
conservative5 asset classes · annual rebalancing
1-year return+9.3%
Golden Butterfly Portfolio
balanced5 asset classes · annual rebalancing
1-year return+11.7%
Three-Fund Portfolio (Bogleheads)
balanced3 asset classes · annual rebalancing
1-year return+12.3%
Yale Endowment Portfolio (David Swensen)
balanced6 asset classes · annual rebalancing
1-year return+12.9%
Latest from the blog
2026-06-29
Weekly Portfolio Performance Update
A regular look at how the 13 strategies on this site performed over the past week, month, and year.
2026-06-15
Is the 60/40 Portfolio Dead?
2022 was one of the only years on record where stocks and bonds fell together. Does that mean the classic 60/40 split no longer works?
2026-06-01
The 4% Rule: A 30-Year Backtest
The classic retirement withdrawal guideline, tested against three decades of historical portfolio returns.