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Portfolio analysis for 2024

This is the annual portfolio analysis for 2024. The following portfolios are in this analysis:

The analysis tool is the rev24c backtesting spreadsheet by Simba. The year range in this analysis is from 1976 to 2024.

Nominal Rolling Returns

Risk vs Return

The Risk Metric is the standard deviation.


  1. 80% in VTSAX and 20% in VBTLX↩︎

  2. VTWAX ↩︎

  3. VFIAX ↩︎