Portfolio Real Cumulative Growth
YearReal Cumulative GrowthEst. Return (SD 0)Est. Return (+1σ)Est. Return (+2σ)Est. Return (+3σ)Est. Return (−1σ)Est. Return (−2σ)Est. Return (−3σ)Diff. to Mean
197092.38%76.98%90.07%105.38%123.31%65.79%56.22%48.05%-16.68%
1971106.42%81.36%95.20%111.39%130.34%69.54%59.43%50.79%-23.54%
1972126.52%86.00%100.63%117.75%137.77%73.50%62.82%53.69%-32.02%
197399.01%90.91%106.37%124.46%145.63%77.70%66.40%56.75%-8.18%
197466.22%96.09%112.44%131.56%153.94%82.13%70.19%59.99%45.11%
197582.87%101.57%118.85%139.06%162.71%86.81%74.19%63.41%22.57%
197690.21%107.37%125.63%146.99%171.99%91.76%78.42%67.02%19.02%
197785.81%113.49%132.79%155.38%181.80%96.99%82.89%70.85%32.26%
197892.58%119.96%140.36%164.24%192.17%102.52%87.62%74.89%29.58%
197991.62%126.80%148.37%173.60%203.13%108.37%92.62%79.16%38.41%
1980103.48%134.03%156.83%183.50%214.71%114.55%97.90%83.67%29.53%
198191.40%141.68%165.77%193.97%226.96%121.08%103.48%88.44%55.00%
198297.47%149.76%175.23%205.03%239.90%127.99%109.39%93.49%53.65%
1983115.19%158.30%185.22%216.72%253.58%135.29%115.62%98.82%37.42%
1984116.63%167.32%195.78%229.08%268.04%143.00%122.22%104.45%43.47%
1985158.51%176.87%206.95%242.14%283.33%151.16%129.19%110.41%11.58%
1986222.77%186.95%218.75%255.95%299.48%159.78%136.55%116.71%-16.08%
1987247.84%197.61%231.22%270.55%316.56%168.89%144.34%123.36%-20.26%
1988292.72%208.88%244.41%285.98%334.62%178.52%152.57%130.40%-28.64%
1989326.17%220.80%258.35%302.29%353.70%188.70%161.27%137.83%-32.31%
1990255.35%233.39%273.08%319.53%373.87%199.46%170.47%145.69%-8.60%
1991293.28%246.70%288.65%337.75%395.19%210.84%180.19%154.00%-15.88%
1992270.40%260.77%305.12%357.01%417.73%222.86%190.47%162.78%-3.56%
1993322.42%275.64%322.52%377.37%441.55%235.57%201.33%172.07%-14.51%
1994329.93%291.36%340.91%398.89%466.73%249.01%212.81%181.88%-11.69%
1995388.39%307.97%360.35%421.64%493.35%263.21%224.95%192.25%-20.71%
1996426.40%325.53%380.90%445.68%521.48%278.22%237.78%203.21%-23.65%
1997484.89%344.10%402.62%471.10%551.22%294.08%251.34%214.80%-29.04%
1998592.54%363.72%425.58%497.96%582.65%310.85%265.67%227.05%-38.62%
1999719.73%384.46%449.85%526.36%615.88%328.58%280.82%240.00%-46.58%
2000603.20%406.39%475.51%556.38%651.00%347.32%296.83%253.69%-32.63%
2001493.37%429.56%502.62%588.11%688.13%367.12%313.76%268.16%-12.93%
2002385.81%454.06%531.29%621.64%727.37%388.06%331.65%283.45%17.69%
2003504.04%479.96%561.58%657.10%768.85%410.19%350.57%299.61%-4.78%
2004559.73%507.33%593.61%694.57%812.70%433.58%370.56%316.70%-9.36%
2005592.53%536.26%627.46%734.18%859.04%458.31%391.69%334.76%-9.50%
2006693.71%566.84%663.24%776.05%908.03%484.45%414.03%353.85%-18.29%
2007726.64%599.16%701.07%820.30%959.82%512.07%437.64%374.03%-17.54%
2008431.02%633.33%741.05%867.08%1,014.55%541.28%462.60%395.36%46.94%
2009556.60%669.45%783.31%916.53%1,072.41%572.14%488.98%417.90%20.27%
2010620.11%707.63%827.98%968.80%1,133.57%604.77%516.87%441.74%14.11%
2011557.11%747.98%875.20%1,024.05%1,198.21%639.26%546.34%466.93%34.26%
2012641.33%790.64%925.11%1,082.44%1,266.54%675.72%577.50%493.56%23.28%
2013776.86%835.73%977.86%1,144.17%1,338.77%714.25%610.43%521.70%7.58%
2014799.29%883.39%1,033.63%1,209.42%1,415.12%754.98%645.24%551.45%10.52%
2015778.74%933.76%1,092.57%1,278.39%1,495.82%798.04%682.04%582.90%19.91%
2016827.87%987.01%1,154.88%1,351.30%1,581.12%843.55%720.93%616.14%19.22%
20171,009.32%1,043.30%1,220.74%1,428.36%1,671.29%891.65%762.05%651.28%3.37%
2018903.65%1,102.80%1,290.36%1,509.82%1,766.60%942.50%805.50%688.42%22.04%
20191,120.35%1,165.69%1,363.94%1,595.92%1,867.34%996.25%851.44%727.68%4.05%
20201,289.80%1,232.16%1,441.73%1,686.93%1,973.83%1,053.06%900.00%769.18%-4.47%
20211,424.15%1,302.43%1,523.94%1,783.13%2,086.40%1,113.12%951.32%813.04%-8.55%
20221,096.91%1,376.71%1,610.85%1,884.82%2,205.38%1,176.60%1,005.57%859.41%25.51%
20231,293.47%1,455.22%1,702.71%1,992.30%2,331.15%1,243.70%1,062.92%908.42%12.50%
20241,463.69%1,538.21%1,799.82%2,105.92%2,464.09%1,314.62%1,123.53%960.22%5.09%
20251,744.88%1,625.93%1,902.46%2,226.02%2,604.61%1,389.59%1,187.61%1,014.98%-6.82%
20261,939.70%1,718.65%2,010.95%2,352.96%2,753.14%1,468.84%1,255.33%1,072.87%-11.40%
20271,816.66%2,125.63%2,487.15%2,910.15%1,552.60%1,326.92%1,134.05%-6.34%
20281,920.26%2,246.85%2,628.98%3,076.11%1,641.14%1,402.59%1,198.72%-0.50%
20292,029.77%2,374.98%2,778.91%3,251.53%1,734.73%1,482.58%1,267.08%1.52%
20302,145.52%2,510.42%2,937.38%3,436.96%1,833.66%1,567.13%1,339.34%2.55%
20312,267.87%2,653.58%3,104.89%3,632.96%1,938.23%1,656.50%1,415.72%3.18%
20322,397.21%2,804.91%3,281.96%3,840.14%2,048.76%1,750.96%1,496.45%3.59%
20332,533.91%2,964.87%3,469.12%4,059.13%2,165.60%1,850.82%1,581.79%3.89%
20342,678.42%3,133.95%3,666.96%4,290.62%2,289.10%1,956.37%1,672.00%4.12%
20352,831.16%3,312.67%3,876.08%4,535.30%2,419.64%2,067.93%1,767.35%4.29%
20362,992.61%3,501.58%4,097.12%4,793.94%2,557.62%2,185.86%1,868.14%4.43%
20373,163.28%3,701.27%4,330.77%5,067.33%2,703.48%2,310.52%1,974.67%4.55%
20383,343.67%3,912.35%4,577.74%5,356.31%2,857.65%2,442.28%2,087.28%4.64%
20393,534.35%4,135.46%4,838.80%5,661.76%3,020.62%2,581.56%2,206.32%4.72%
20403,735.91%4,371.30%5,114.75%5,984.64%3,192.88%2,728.78%2,332.14%4.79%
20413,948.96%4,620.58%5,406.43%6,325.93%3,374.96%2,884.39%2,465.13%4.85%
20424,174.16%4,884.08%5,714.74%6,686.68%3,567.43%3,048.88%2,605.72%4.91%
20434,412.20%5,162.61%6,040.64%7,068.01%3,770.87%3,222.76%2,754.31%4.95%
20444,663.82%5,457.02%6,385.13%7,471.08%3,985.91%3,406.54%2,911.39%4.99%
20454,929.79%5,768.22%6,749.26%7,897.14%4,213.22%3,600.81%3,077.42%5.03%
20465,210.92%6,097.17%7,134.15%8,347.50%4,453.49%3,806.15%3,252.91%5.07%
20475,508.09%6,444.88%7,541.00%8,823.54%4,707.46%4,023.21%3,438.42%5.10%
20485,822.20%6,812.41%7,971.04%9,326.72%4,975.92%4,252.65%3,634.50%5.12%
20496,154.23%7,200.91%8,425.61%9,858.60%5,259.68%4,495.16%3,841.77%5.15%
20506,505.19%7,611.56%8,906.10%10,420.82%5,559.63%4,751.51%4,060.86%5.17%
20516,876.16%8,045.63%9,414.00%11,015.09%5,876.68%5,022.48%4,292.44%5.19%
20527,268.30%8,504.46%9,950.86%11,643.26%6,211.82%5,308.90%4,537.23%5.21%
20537,682.79%8,989.45%10,518.33%12,307.24%6,566.06%5,611.66%4,795.98%5.23%
20548,120.92%9,502.09%11,118.17%13,009.10%6,940.51%5,931.68%5,069.48%5.25%
20558,584.04%10,043.98%11,752.21%13,750.98%7,336.31%6,269.95%5,358.58%5.26%
20569,073.57%10,616.76%12,422.41%14,535.16%7,754.68%6,627.51%5,664.17%5.28%
Portfolio Draw Down
YearNominal DrawdownReal Drawdown
1970-2.47%-7.62%
1971-0.00%-0.00%
1972-0.00%-0.00%
1973-14.93%-21.75%
1974-36.08%-47.66%
1975-14.45%-34.50%
1976-2.36%-28.70%
1977-0.89%-32.18%
1978-0.00%-26.83%
1979-0.00%-27.59%
1980-0.00%-18.21%
1981-3.79%-27.75%
1982-0.00%-22.96%
1983-0.00%-8.95%
1984-0.00%-7.82%
1985-0.00%-0.00%
1986-0.00%-0.00%
1987-0.00%-0.00%
1988-0.00%-0.00%
1989-0.00%-0.00%
1990-16.93%-21.71%
1991-1.67%-10.08%
1992-6.71%-17.10%
1993-0.00%-1.15%
1994-0.00%-0.00%
1995-0.00%-0.00%
1996-0.00%-0.00%
1997-0.00%-0.00%
1998-0.00%-0.00%
1999-0.00%-0.00%
2000-13.35%-16.19%
2001-28.03%-31.45%
2002-42.38%-46.40%
2003-23.31%-29.97%
2004-12.06%-22.23%
2005-3.72%-17.67%
2006-0.00%-3.62%
2007-0.00%-0.00%
2008-40.63%-40.68%
2009-21.25%-23.40%
2010-10.94%-14.66%
2011-17.62%-23.33%
2012-3.52%-11.74%
2013-0.00%-0.00%
2014-0.00%-0.00%
2015-1.86%-2.57%
2016-0.00%-0.00%
2017-0.00%-0.00%
2018-8.76%-10.47%
2019-0.00%-0.00%
2020-0.00%-0.00%
2021-0.00%-0.00%
2022-18.01%-22.98%
2023-0.08%-9.18%
2024-0.00%-0.00%
2025-0.00%-0.00%
2026-0.00%-0.00%
Portfolio 20 Year Stats
YearAnnualized Real ReturnMWR 20yrP-MWR 20yr
19706.09%5.37%3.72%
19715.21%6.04%3.85%
19725.20%5.45%3.47%
19733.87%4.75%2.53%
19746.08%6.23%4.32%
19758.36%9.73%7.78%
19768.03%8.43%6.63%
19778.08%8.30%6.54%
19789.04%9.33%7.68%
19799.73%9.37%7.91%
198010.86%10.28%8.97%
19819.21%10.00%8.28%
19828.80%12.34%10.06%
19837.12%12.87%9.62%
19847.66%12.05%9.29%
19858.16%13.12%10.38%
19866.82%10.77%7.89%
19875.84%8.32%5.65%
19885.53%7.93%5.22%
19891.95%7.08%2.27%
19902.71%6.50%2.69%
19914.54%8.53%5.02%
19923.26%7.82%3.70%
19934.41%8.81%5.10%
19944.50%7.79%4.56%
19954.52%7.97%4.68%
19963.54%7.11%3.56%
19973.37%6.71%3.25%
19983.73%6.10%3.17%
19992.13%5.16%1.77%
20002.24%4.32%1.55%
20013.87%5.24%2.79%
20025.44%6.59%4.30%
20035.36%8.80%5.71%
20044.82%7.14%4.36%
20054.92%6.73%4.15%
20065.55%6.63%4.38%
20075.28%5.92%3.80%
Portfolio 30 Year Stats
YearAnnualized Real ReturnSWR 30yrP-SWR 30yr
19706.80%4.65%4.00%
19716.45%5.24%4.44%
19725.25%4.76%3.73%
19733.79%4.16%2.80%
19745.57%5.47%4.40%
19757.37%8.55%7.54%
19766.78%7.39%6.36%
19777.04%7.25%6.31%
19787.38%8.14%7.18%
19795.26%8.13%6.38%
19806.20%8.77%7.33%
19816.15%8.38%6.98%
19826.21%10.20%8.53%
19836.48%10.46%8.87%
19846.57%9.71%8.27%
19856.63%10.45%8.93%
19865.45%8.45%6.73%
19874.47%6.44%4.71%
19884.79%6.08%4.58%
19893.83%5.39%3.65%
19904.20%5.02%3.56%
19915.55%6.65%5.34%
19925.41%6.12%4.86%
19934.78%6.97%5.26%
19944.74%6.17%4.63%
19955.09%6.33%4.90%
19965.14%5.65%4.39%
19975.18%5.38%4.20%
Portfolio Weights
YearVT
1970100.00%
1971100.00%
1972100.00%
1973100.00%
1974100.00%
1975100.00%
1976100.00%
1977100.00%
1978100.00%
1979100.00%
1980100.00%
1981100.00%
1982100.00%
1983100.00%
1984100.00%
1985100.00%
1986100.00%
1987100.00%
1988100.00%
1989100.00%
1990100.00%
1991100.00%
1992100.00%
1993100.00%
1994100.00%
1995100.00%
1996100.00%
1997100.00%
1998100.00%
1999100.00%
2000100.00%
2001100.00%
2002100.00%
2003100.00%
2004100.00%
2005100.00%
2006100.00%
2007100.00%
2008100.00%
2009100.00%
2010100.00%
2011100.00%
2012100.00%
2013100.00%
2014100.00%
2015100.00%
2016100.00%
2017100.00%
2018100.00%
2019100.00%
2020100.00%
2021100.00%
2022100.00%
2023100.00%
2024100.00%
2025100.00%
2026100.00%
TickerWeight
VT100.00%
Total Weight100.00%
MetricNominalReal
Annual Return9.45%5.34%
StdDev17.08%17.01%
Skewness
-0.1058-0.0964
Kurtosis
0.49040.3139
Sharpe Ratio0.3760
Estimated Return5.70%
Max Draw Down-42.38%-47.66%