Charlie Munger Performance

Daily Journal Portfolio

$267M Total portoflio value

Performance vs S&P 500

Over the past 10 years, Charlie Munger returned 97.9% compared to 253.8% for the S&P 500 — underperformed the S&P 500 by 155.8%.

1-Year Return

12.9%
S&P 500: 14.2%

3-Year Return

95.5%
S&P 500: 69.6%

5-Year Return

46.6%
S&P 500: 68.6%

10-Year Return

97.9%
S&P 500: 253.8%

Portfolio Value

Buy/Sell Distribution