Real Estate
VS
Golden Butterfly Portfolio
Total Return by Period
Updated: Oct 31, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly Portfolio | -0.00% | -0.99% | 0.68% | 7.10% | 13.54% | 42.23% | 41.14% | 88.23% |
| Real Estate | 0.05% | -4.10% | -2.80% | -0.94% | -5.32% | 11.54% | 19.77% | 30.46% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Golden Butterfly Portfolio | 11.20% | 11.90% | -13.25% | 8.69% | 14.67% | 17.70% | -3.76% | 10.93% | 9.86% | -3.24% |
| Real Estate | 5.16% | 12.26% | -26.14% | 46.04% | -2.36% | 28.67% | -2.32% | 10.63% | 2.73% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly Portfolio | 88.23% | 6.72% | 6.55% | -31.72% | 0.43 | 0.56 | 0.21 | 0.06 |
| Real Estate | 30.46% | 4.84% | 2.70% | -62.58% | 0.09 | 0.11 | 0.08 | 0.16 |
Total Return
No Taxes, No Rebalancing.