Permanent portfolio historical performance spreadsheet

Today I created a publicly-accessible Google Spreadsheet that calculates the performance of the Permanent Portfolio over a range of dates.

As a proxy for the four asset classes, the spreadsheet uses four ETFs:

  • VTI (Stocks)1
  • GLD (Gold)
  • TLT (Long-term Government Bonds)
  • SHY (Cash)

At the time of this writing, the spreadsheet looks something like this:

The only cells that should be edited are the start and ending dates, after which the spreadsheet calculates the performance of the portfolio over that range (assuming a 25% allocation to each.)

If you’d like to create a copy of this spreadsheet for your own use, you can find it here:

Click here to jump to the spreadsheet


  1. As readers of my Money for Something book know, I personally invest in both VTI and VXUS for my stocks allocation. I decided to not include VXUS in this spreadsheet, however, since it’s a relatively new ETF and wouldn’t allow the overall performance to be calculated beyond around 2011. 

Agree? Disagree? What do you think?

This site uses Akismet to reduce spam. Learn how your comment data is processed.