US Equities (VTI)
VS
Harry Brown Permanent
Total Return by Period
Updated: Nov 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 0.20% | -0.77% | -0.25% | -1.58% | 1.37% | 45.17% | 31.71% | 96.41% |
| US Equities (VTI) | -0.42% | -1.49% | -2.79% | -2.59% | 11.57% | 78.47% | 64.91% | 306.12% |
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 | 96.41% | 7.09% | 7.01% | -28.89% | 0.52 | 0.70 | 0.25 | 0.05 |
| US Equities (VTI) | 306.12% | 15.76% | 15.10% | -63.33% | 0.70 | 0.85 | 0.25 | 0.08 |