US Equities (VTI)
VS
Golden Butterfly
Total Return by Period
Updated: Jul 14, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 0.42% | -0.32% | -1.38% | -0.75% | 13.79% | 43.61% | 37.97% | 111.78% |
| US Equities (VTI) | 0.37% | 0.42% | 0.50% | 7.81% | 22.02% | 72.40% | 77.62% | 294.48% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 11.69% | 12.37% | -13.08% | 8.91% | 14.71% | 17.73% | -3.80% | 11.01% | 9.58% | |
| US Equities (VTI) | 23.81% | 26.05% | -19.52% | 25.66% | 21.05% | 30.65% | -5.22% | 21.21% | 12.83% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 111.78% | 7.93% | 7.82% | -30.60% | 0.55 | 0.71 | 0.26 | 0.05 |
| US Equities (VTI) | 294.48% | 15.45% | 14.76% | -61.48% | 0.68 | 0.82 | 0.25 | 0.08 |