US Equities (VTI)
VS
Golden Butterfly
Total Return by Period
Updated: Mar 10, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | -0.17% | -0.67% | -0.91% | 5.10% | 25.04% | 55.94% | 48.22% | 131.90% |
| US Equities (VTI) | -0.23% | -0.66% | -2.43% | -1.26% | 22.48% | 79.84% | 72.87% | 280.91% |
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 | 131.90% | 8.84% | 8.80% | -32.38% | 0.66 | 0.83 | 0.27 | 0.05 |
| US Equities (VTI) | 280.91% | 15.09% | 14.35% | -66.46% | 0.66 | 0.80 | 0.23 | 0.08 |
Total Return
No Taxes, No Rebalancing.