US Equities (VTI)
VS
Golden Butterfly
Total Return by Period
Updated: Jan 28, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 0.60% | 1.99% | 6.46% | 7.72% | 22.15% | 45.97% | 44.72% | 108.71% |
| US Equities (VTI) | -0.06% | 1.18% | 2.33% | 2.69% | 14.49% | 68.23% | 76.85% | 248.91% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 11.20% | 11.90% | -13.25% | 8.69% | 14.67% | 17.70% | -3.76% | 10.93% | 9.86% | |
| US Equities (VTI) | 23.75% | 26.01% | -19.50% | 25.61% | 20.83% | 30.58% | -5.31% | 21.16% | 12.78% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 108.71% | 7.75% | 7.65% | -31.85% | 0.55 | 0.72 | 0.24 | 0.06 |
| US Equities (VTI) | 248.91% | 14.21% | 13.34% | -64.75% | 0.61 | 0.74 | 0.22 | 0.08 |
Total Return
No Taxes, No Rebalancing.