Tyler Golden Butterfly with Bitcoin Portfolio vs Jane Bryant Quinn Portfolio Portfolio Comparison

Simulation Settings

Period: January 2009 - June 2025 (~17 years)
Consolidated Returns as of 30 June 2025

Initial Amount: 1$

Rebalancing: at every Jan 1^st

Currency: USD

Inflation: US

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Results

All Data
(2009/01 - 2025/06)

Inflation Adjusted:

Tyler Golden Butterfly with Bitcoin Portfolio

1.00$
Invested Capital
January 2009
13.86$
Final Capital
June 2025
17.28%
Yearly Return
33.48%
Std Deviation
-39.02%
Max Drawdown
28months
Recovery Period

1.00$
Invested Capital
January 2009
9.14$
Final Capital
June 2025
14.35%
Yearly Return
33.48%
Std Deviation
-39.66%
Max Drawdown
29months
Recovery Period

Jane Bryant Quinn Portfolio

1.00$
Invested Capital
January 2009
4.36$
Final Capital
June 2025
9.34%
Yearly Return
11.41%
Std Deviation
-22.74%
Max Drawdown
27months
Recovery Period

1.00$
Invested Capital
January 2009
2.88$
Final Capital
June 2025
6.61%
Yearly Return
11.41%
Std Deviation
-27.05%
Max Drawdown
46months
Recovery Period

As of June 2025, over the analyzed timeframe, the Tyler Golden Butterfly with Bitcoin Portfolio obtained a 17.28% compound annual return, with a 33.48% standard deviation. It suffered a maximum drawdown of -39.02% that required 28 months to be recovered.

As of June 2025, over the analyzed timeframe, the Jane Bryant Quinn Portfolio obtained a 9.34% compound annual return, with a 11.41% standard deviation. It suffered a maximum drawdown of -22.74% that required 27 months to be recovered.

Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.

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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Tyler Golden Butterfly with Bitcoin Portfolio

Weight (%)	Ticker	Name
20.00	IJS	iShares S&P Small-Cap 600 Value
20.00	VTI	Vanguard Total Stock Market
20.00	SHY	iShares 1-3 Year Treasury Bond
20.00	TLT	iShares 20+ Year Treasury Bond
18.00	GLD	SPDR Gold Trust
2.00	^BTC	Bitcoin

Jane Bryant Quinn Portfolio

Weight (%)	Ticker	Name
40.00	VTI	Vanguard Total Stock Market
20.00	VEA	Vanguard FTSE Developed Markets
10.00	VNQ	Vanguard Real Estate
20.00	BND	Vanguard Total Bond Market
10.00	TIP	iShares TIPS Bond

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Portfolio Returns as of Jun 30, 2025

Returns are calculated in USD, assuming:

no fees or capital gain taxes.
rebalancing: at every Jan 1^st.
dividend reinvestment, when applicable.

Return Comparison

Capital Growth

All Data
(2009/01 - 2025/06)

Inflation Adjusted:

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Golden Butterfly with Bitcoin Tyler	1 $	13.86 $	1 286.42%	17.28%
Jane Bryant Quinn Portfolio Jane Bryant Quinn	1 $	4.36 $	336.12%	9.34%
	Jan 2009	Jun 2025

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Golden Butterfly with Bitcoin Tyler	1 $	9.14 $	814.00%	14.35%
Jane Bryant Quinn Portfolio Jane Bryant Quinn	1 $	2.88 $	187.52%	6.61%
	Jan 2009	Jun 2025

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		Return (%) as of Jun 30, 2025
		YTD (6M)	1M	6M	1Y	5Y	10Y	MAX (~17Y)
	Golden Butterfly with Bitcoin Tyler	5.65	2.53	5.65	14.35	8.40	10.34	17.28
	Jane Bryant Quinn Portfolio Jane Bryant Quinn	7.85	3.20	7.85	13.00	9.37	7.91	9.34
Returns over 1 year are annualized.

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Portfolio Metrics as of Jun 30, 2025

The following metrics, updated as of 30 June 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON

Period: 1 July 2024 - 30 June 2025 (1 year)

Period: 1 July 2020 - 30 June 2025 (5 years)

Period: 1 July 2015 - 30 June 2025 (10 years)

Period: 1 January 2009 - 30 June 2025 (~17 years)

1 Year

5 Years

10 Years

All (2009/01 - 2025/06)

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	Golden Butterfly with Bitcoin	Jane Bryant Quinn Portfolio
Author	Tyler	Jane Bryant Quinn
ASSET ALLOCATION
Stocks	40%	70%
Fixed Income	40%	30%
Commodities	20%	0%
PERFORMANCES
Annualized Return (%)	14.35	13.00
Infl. Adjusted (%)	11.64	10.32
DRAWDOWN
Deepest Drawdown Depth (%)	-3.45	-3.29
Start to Recovery (months)	7	6
Longest Drawdown Depth (%)	-3.45	-3.29
Start to Recovery (months)	7	6
Longest Negative Period (months)	6	7
RISK INDICATORS
Standard Deviation (%)	7.57	8.18
Sharpe Ratio	1.28	1.02
Sortino Ratio	1.76	1.27
Ulcer Index	1.31	1.49
Ratio: Return / Standard Deviation	1.90	1.59
Ratio: Return / Deepest Drawdown	4.15	3.95
Metrics calculated over the period 1 July 2024 - 30 June 2025

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	Golden Butterfly with Bitcoin	Jane Bryant Quinn Portfolio
Author	Tyler	Jane Bryant Quinn
ASSET ALLOCATION
Stocks	40%	70%
Fixed Income	40%	30%
Commodities	20%	0%
PERFORMANCES
Annualized Return (%)	8.40	9.37
Infl. Adjusted (%)	3.71	4.63
DRAWDOWN
Deepest Drawdown Depth (%)	-18.76	-22.74
Start to Recovery (months)	27	27
Longest Drawdown Depth (%)	-18.76	-22.74
Start to Recovery (months)	27	27
Longest Negative Period (months)	34	34
RISK INDICATORS
Standard Deviation (%)	10.74	12.58
Sharpe Ratio	0.53	0.53
Sortino Ratio	0.75	0.72
Ulcer Index	6.72	8.20
Ratio: Return / Standard Deviation	0.78	0.74
Ratio: Return / Deepest Drawdown	0.45	0.41
Metrics calculated over the period 1 July 2020 - 30 June 2025

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	Golden Butterfly with Bitcoin	Jane Bryant Quinn Portfolio
Author	Tyler	Jane Bryant Quinn
ASSET ALLOCATION
Stocks	40%	70%
Fixed Income	40%	30%
Commodities	20%	0%
PERFORMANCES
Annualized Return (%)	10.34	7.91
Infl. Adjusted (%)	7.08	4.72
DRAWDOWN
Deepest Drawdown Depth (%)	-18.76	-22.74
Start to Recovery (months)	27	27
Longest Drawdown Depth (%)	-18.76	-22.74
Start to Recovery (months)	27	27
Longest Negative Period (months)	34	34
RISK INDICATORS
Standard Deviation (%)	9.77	11.45
Sharpe Ratio	0.87	0.53
Sortino Ratio	1.24	0.70
Ulcer Index	4.98	6.31
Ratio: Return / Standard Deviation	1.06	0.69
Ratio: Return / Deepest Drawdown	0.55	0.35
Metrics calculated over the period 1 July 2015 - 30 June 2025

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	Golden Butterfly with Bitcoin	Jane Bryant Quinn Portfolio
Author	Tyler	Jane Bryant Quinn
ASSET ALLOCATION
Stocks	40%	70%
Fixed Income	40%	30%
Commodities	20%	0%
PERFORMANCES
Annualized Return (%)	17.28	9.34
Infl. Adjusted (%)	14.35	6.61
DRAWDOWN
Deepest Drawdown Depth (%)	-39.02	-22.74
Start to Recovery (months)	28	27
Longest Drawdown Depth (%)	-23.09	-22.74
Start to Recovery (months)	44	27
Longest Negative Period (months)	43	34
RISK INDICATORS
Standard Deviation (%)	33.48	11.41
Sharpe Ratio	0.48	0.72
Sortino Ratio	1.33	0.96
Ulcer Index	12.72	5.40
Ratio: Return / Standard Deviation	0.52	0.82
Ratio: Return / Deepest Drawdown	0.44	0.41
Metrics calculated over the period 1 January 2009 - 30 June 2025

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON

Period: 1 July 2015 - 30 June 2025 (10 years)

Period: 1 January 2009 - 30 June 2025 (~17 years)

Chart Table

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Golden Butterfly with Bitcoin			Jane Bryant Quinn Portfolio
Drawdown (%)	Recovery (#Months)	From To	Drawdown (%)	Recovery (#Months)	From To
-39.02	28	Jul 2011 Oct 2013
-23.09	44	Dec 2013 Jul 2017
			-22.74	27	Jan 2022 Mar 2024
-18.76	27	Jan 2022 Mar 2024
			-15.83	5	Jan 2009 May 2009
			-15.08	6	Feb 2020 Jul 2020
			-12.25	10	May 2011 Feb 2012
-10.30	7	Jan 2009 Jul 2009
			-9.19	7	Sep 2018 Mar 2019
			-8.39	5	May 2010 Sep 2010
-7.90	5	Feb 2020 Jun 2020
-7.00	8	Sep 2018 Apr 2019
			-6.67	13	Jun 2015 Jun 2016
			-5.01	5	Apr 2012 Aug 2012
			-3.97	3	Sep 2020 Nov 2020

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison

Annualized Rolling Returns Chart

Rolling Returns Chart - Inflation Adjusted

Time Period: 1 January 2009 - 30 June 2025 (~17 years)

Rolling Period:

Golden Butterfly with Bitcoin
Jane Bryant Quinn Portfolio

Head To Head (Ptf 1 vs Ptf 2):

US Inflation Adjusted:

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Yearly Returns

For each year, the following table provides the return and intra-year drawdown. The highlighted returns represent the highest values for that specific year.

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	Golden Butterfly with Bitcoin		Jane Bryant Quinn Portfolio
Year	Return (%)	Drawdown (%)	Return (%)	Drawdown (%)
2025	5.65	-0.98	7.85	-2.49
2024	12.62	-3.45	11.08	-3.88
2023	14.83	-7.40	16.60	-8.53
2022	-14.62	-18.76	-17.43	-22.74
2021	10.62	-2.57	16.85	-3.45
2020	19.50	-7.90	12.52	-15.08
2019	19.52	-0.42	22.28	-3.25
2018	-5.46	-7.00	-5.80	-9.19
2017	38.09	-0.53	15.26	0.00
2016	13.14	-2.92	7.50	-3.67
2015	-2.81	-5.90	0.25	-6.54
2014	8.05	-3.49	8.38	-2.69
2013	130.58	-23.09	16.71	-2.95
2012	12.33	-2.22	13.33	-5.01
2011	38.12	-39.02	1.70	-12.25
2010	22.92	-2.89	13.33	-8.39
2009	10.29	-10.30	21.68	-15.83

Table of contents

Resources & Extras

Asset Allocations and ETFs

Portfolio Returns as of Jun 30, 2025

Portfolio Metrics as of Jun 30, 2025

Drawdowns

Rolling Returns

Yearly Returns