Ginger Ale Portfolio
A small-cap-value-tilted global 90/10 portfolio with a long-Treasury sleeve for ballast.
S&P 500 Backfill (estimated to 1871)1871-02-28 → 2026-06-30Estimated from 1871 to SPY's 1993 inception using the S&P 500 total-return index (Robert Shiller), minus the fund's expense ratio, then chain-linked to the real SPY fund. The dashed part of the chart is estimated - an index proxy, not the fund's real record.
%
backfill estimated before SPY's 1993 inception, from the S&P 500 total-return index (Robert Shiller).
Vanguard Small-Cap Value ETF2004-02-29 → 2026-06-30click to change
%
Developed ex-US Backfill (estimated to 1990)1990-07-31 → 2026-06-30Estimated from 1990 to EFA's 2005 inception using developed ex-US market returns (Ken French), minus the fund's expense ratio, then chain-linked to the real EFA fund. The dashed part of the chart is estimated - an index proxy, not the fund's real record.
%
backfill estimated before EFA's 2005 inception, from developed ex-US market returns (Ken French).
Emerging Markets Backfill (estimated to 1989)1989-07-31 → 2026-06-30Estimated from 1989 to EEM's 2003 inception using emerging-market returns (Ken French), minus the fund's expense ratio, then chain-linked to the real EEM fund. The dashed part of the chart is estimated - an index proxy, not the fund's real record.
%
backfill estimated before EEM's 2003 inception, from emerging-market returns (Ken French).
Long-Term Treasury Backfill (20+yr, estimated to 1953)1953-05-31 → 2026-06-30Estimated from 1953 to TLT's 2002 inception using the 20-year Treasury yield (FRED), modeled as a constant-maturity bond, minus the fund's expense ratio, then chain-linked to the real TLT fund. The dashed part of the chart is estimated - an index proxy, not the fund's real record.
%
backfill estimated before TLT's 2002 inception, from the 20-year Treasury yield (FRED), modeled as a constant-maturity bond.
Total 100%
Data window Ginger Ale Portfolio: 2004-02-29 → 2026-06-30 · start: VBR
Dashed = estimated before the fund existed (reconstructed from its tracked index): EMKTX from 1989-07-31 · INTLX from 1990-07-31 · SP500X from 1871-02-28 · UST20X from 1953-05-31
Portfolio growth
Ginger Ale Portfolio
CAGR8.88%
Max Drawdown-49.51%Feb 2009
Volatility14.62%
Sharpe0.54
Final balance$67,315
Total return573.15%
Drawdown
Annual returns
More statistics
| Ginger Ale Portfolio | |
|---|---|
| Total Return | 573.15% |
| Sortino | 0.71 |
| Best Year | 31.91% |
| Worst Year | -33.04% |
| Positive Months | 62.83% |
| Annualized Return (mean) | 9.62% |