US Equities (VTI)
VS
Golden Butterfly
Total Return by Period
Updated: Jan 06, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 0.52% | 1.31% | 2.26% | 3.10% | 19.10% | 42.24% | 34.57% | 99.67% |
| US Equities (VTI) | 0.70% | 0.99% | 1.48% | 2.83% | 15.78% | 75.85% | 72.08% | 248.28% |
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 | 99.67% | 7.31% | 7.18% | -32.32% | 0.50 | 0.65 | 0.23 | 0.06 |
| US Equities (VTI) | 248.28% | 14.21% | 13.33% | -64.99% | 0.61 | 0.74 | 0.22 | 0.08 |
Total Return
No Taxes, No Rebalancing.