US Equities (VTI)
VS
Harry Brown Permanent
Total Return by Period
Updated: Aug 13, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | -0.02% | 1.03% | 2.95% | 0.52% | 13.00% | 48.31% | 36.29% | 95.92% |
| US Equities (VTI) | 0.65% | 1.38% | 3.70% | 6.24% | 22.39% | 79.35% | 79.11% | 301.55% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 11.59% | 11.44% | -13.91% | 4.10% | 16.68% | 16.49% | -1.76% | 10.77% | 5.79% | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 95.92% | 7.06% | 6.98% | -28.62% | 0.51 | 0.69 | 0.25 | 0.05 |
| US Equities (VTI) | 301.55% | 15.63% | 14.96% | -60.44% | 0.69 | 0.84 | 0.26 | 0.08 |