Charlie Munger Performance

Daily Journal Portfolio

$282M Total portoflio value

Performance vs S&P 500

Over the past 10 years, Charlie Munger returned 98.7% compared to 253.1% for the S&P 500 — underperformed the S&P 500 by 154.4%.

1-Year Return

33.7%
S&P 500: 21.5%

3-Year Return

94.8%
S&P 500: 72.1%

5-Year Return

49.5%
S&P 500: 73.6%

10-Year Return

98.7%
S&P 500: 253.1%

Portfolio Value

Buy/Sell Distribution