Charlie Munger Performance

Daily Journal Portfolio

$247M Total portoflio value

Performance vs S&P 500

Over the past 10 years, Charlie Munger returned 106.1% compared to 262.2% for the S&P 500 — underperformed the S&P 500 by 156.1%.

1-Year Return

11.1%
S&P 500: 10.4%

3-Year Return

108.2%
S&P 500: 73.6%

5-Year Return

33.1%
S&P 500: 62.3%

10-Year Return

106.1%
S&P 500: 262.2%

Portfolio Value

Buy/Sell Distribution