Tyler Golden Butterfly with Bitcoin Portfolio vs Stocks/Bonds 60/40 Portfolio Portfolio Comparison

Simulation Settings

Period: January 2009 - May 2025 (~16 years)
Consolidated Returns as of 31 May 2025

Initial Amount: 1$

Rebalancing: at every Jan 1^st

Currency: USD

Inflation: US

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Results

All Data
(2009/01 - 2025/05)

Inflation Adjusted:

Tyler Golden Butterfly with Bitcoin Portfolio

1.00$
Invested Capital
January 2009
13.52$
Final Capital
May 2025
17.19%
Yearly Return
33.56%
Std Deviation
-39.02%
Max Drawdown
28months
Recovery Period

1.00$
Invested Capital
January 2009
8.91$
Final Capital
May 2025
14.25%
Yearly Return
33.56%
Std Deviation
-39.66%
Max Drawdown
29months
Recovery Period

Stocks/Bonds 60/40 Portfolio

1.00$
Invested Capital
January 2009
4.50$
Final Capital
May 2025
9.59%
Yearly Return
9.91%
Std Deviation
-20.69%
Max Drawdown
26months
Recovery Period

1.00$
Invested Capital
January 2009
2.96$
Final Capital
May 2025
6.84%
Yearly Return
9.91%
Std Deviation
-25.27%
Max Drawdown
39months
Recovery Period

As of May 2025, over the analyzed timeframe, the Tyler Golden Butterfly with Bitcoin Portfolio obtained a 17.19% compound annual return, with a 33.56% standard deviation. It suffered a maximum drawdown of -39.02% that required 28 months to be recovered.

As of May 2025, over the analyzed timeframe, the Stocks/Bonds 60/40 Portfolio obtained a 9.59% compound annual return, with a 9.91% standard deviation. It suffered a maximum drawdown of -20.69% that required 26 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

Stocks/Bonds 60/40 Portfolio

Weight (%)	Ticker	Name
60.00	VTI	Vanguard Total Stock Market
40.00	BND	Vanguard Total Bond Market

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Portfolio Returns as of May 31, 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 - 2025/05)

Inflation Adjusted:

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Golden Butterfly with Bitcoin Tyler	1 $	13.52 $	1 252.18%	17.19%
Stocks/Bonds 60/40	1 $	4.50 $	349.74%	9.59%
	Jan 2009	May 2025

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Golden Butterfly with Bitcoin Tyler	1 $	8.91 $	791.43%	14.25%
Stocks/Bonds 60/40	1 $	2.96 $	196.49%	6.84%
	Jan 2009	May 2025

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		Return (%) as of May 31, 2025
		YTD (5M)	1M	6M	1Y	5Y	10Y	MAX (~16Y)
	Golden Butterfly with Bitcoin Tyler	3.04	1.38	-0.52	11.89	8.18	9.94	17.19
	Stocks/Bonds 60/40 -- Market Benchmark	1.22	3.33	-1.37	10.16	8.81	8.04	9.59
Returns over 1 year are annualized.

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Portfolio Metrics as of May 31, 2025

The following metrics, updated as of 31 May 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON

Period: 1 June 2024 - 31 May 2025 (1 year)

Period: 1 June 2020 - 31 May 2025 (5 years)

Period: 1 June 2015 - 31 May 2025 (10 years)

Period: 1 January 2009 - 31 May 2025 (~16 years)

1 Year

5 Years

10 Years

All (2009/01 - 2025/05)

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	Golden Butterfly with Bitcoin	Stocks/Bonds 60/40
Author	Tyler
ASSET ALLOCATION
Stocks	40%	60%
Fixed Income	40%	40%
Commodities	20%	0%
PERFORMANCES
Annualized Return (%)	11.89	10.16
Infl. Adjusted (%)	9.30	7.60
DRAWDOWN
Deepest Drawdown Depth (%)	-3.45	-4.56
Start to Recovery (months)	6*	6*
Longest Drawdown Depth (%)	-3.45	-4.56
Start to Recovery (months)	6*	6*
Longest Negative Period (months)	6*	7
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%)	7.46	8.09
Sharpe Ratio	0.96	0.67
Sortino Ratio	1.38	0.89
Ulcer Index	1.31	1.97
Ratio: Return / Standard Deviation	1.60	1.26
Ratio: Return / Deepest Drawdown	3.44	2.23
Metrics calculated over the period 1 June 2024 - 31 May 2025

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	Golden Butterfly with Bitcoin	Stocks/Bonds 60/40
Author	Tyler
ASSET ALLOCATION
Stocks	40%	60%
Fixed Income	40%	40%
Commodities	20%	0%
PERFORMANCES
Annualized Return (%)	8.18	8.81
Infl. Adjusted (%)	3.41	4.00
DRAWDOWN
Deepest Drawdown Depth (%)	-18.76	-20.69
Start to Recovery (months)	27	26
Longest Drawdown Depth (%)	-18.76	-20.69
Start to Recovery (months)	27	26
Longest Negative Period (months)	34	34
RISK INDICATORS
Standard Deviation (%)	10.71	11.58
Sharpe Ratio	0.52	0.54
Sortino Ratio	0.73	0.72
Ulcer Index	6.72	7.71
Ratio: Return / Standard Deviation	0.76	0.76
Ratio: Return / Deepest Drawdown	0.44	0.43
Metrics calculated over the period 1 June 2020 - 31 May 2025

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	Golden Butterfly with Bitcoin	Stocks/Bonds 60/40
Author	Tyler
ASSET ALLOCATION
Stocks	40%	60%
Fixed Income	40%	40%
Commodities	20%	0%
PERFORMANCES
Annualized Return (%)	9.94	8.04
Infl. Adjusted (%)	6.66	4.82
DRAWDOWN
Deepest Drawdown Depth (%)	-18.76	-20.69
Start to Recovery (months)	27	26
Longest Drawdown Depth (%)	-18.76	-20.69
Start to Recovery (months)	27	26
Longest Negative Period (months)	34	34
RISK INDICATORS
Standard Deviation (%)	9.78	10.48
Sharpe Ratio	0.83	0.60
Sortino Ratio	1.20	0.79
Ulcer Index	5.01	5.81
Ratio: Return / Standard Deviation	1.02	0.77
Ratio: Return / Deepest Drawdown	0.53	0.39
Metrics calculated over the period 1 June 2015 - 31 May 2025

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	Golden Butterfly with Bitcoin	Stocks/Bonds 60/40
Author	Tyler
ASSET ALLOCATION
Stocks	40%	60%
Fixed Income	40%	40%
Commodities	20%	0%
PERFORMANCES
Annualized Return (%)	17.19	9.59
Infl. Adjusted (%)	14.25	6.84
DRAWDOWN
Deepest Drawdown Depth (%)	-39.02	-20.69
Start to Recovery (months)	28	26
Longest Drawdown Depth (%)	-23.09	-20.69
Start to Recovery (months)	44	26
Longest Negative Period (months)	43	34
RISK INDICATORS
Standard Deviation (%)	33.56	9.91
Sharpe Ratio	0.48	0.86
Sortino Ratio	1.33	1.14
Ulcer Index	12.75	4.82
Ratio: Return / Standard Deviation	0.51	0.97
Ratio: Return / Deepest Drawdown	0.44	0.46
Metrics calculated over the period 1 January 2009 - 31 May 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 June 2015 - 31 May 2025 (10 years)

Period: 1 January 2009 - 31 May 2025 (~16 years)

Chart Table

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Golden Butterfly with Bitcoin			Stocks/Bonds 60/40
Drawdown (%)	Recovery (#Months)	From To	Drawdown (%)	Recovery (#Months)	From To
-39.02	28	Jul 2011 Oct 2013
-23.09	44	Dec 2013 Jul 2017
			-20.69	26	Jan 2022 Feb 2024
-18.76	27	Jan 2022 Mar 2024
			-12.29	6	Feb 2020 Jul 2020
			-11.70	5	Jan 2009 May 2009
-10.30	7	Jan 2009 Jul 2009
			-9.00	9	May 2011 Jan 2012
			-8.38	7	Sep 2018 Mar 2019
-7.90	5	Feb 2020 Jun 2020
			-7.13	5	May 2010 Sep 2010
-7.00	8	Sep 2018 Apr 2019
			-5.24	11	Jun 2015 Apr 2016
			-4.56	6*	Dec 2024 In progress
			-3.67	6	Feb 2018 Jul 2018

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 - 31 May 2025 (~16 years)

Rolling Period:

Golden Butterfly with Bitcoin
Stocks/Bonds 60/40

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		Stocks/Bonds 60/40
Year	Return (%)	Drawdown (%)	Return (%)	Drawdown (%)
2025	3.04	-0.98	1.22	-4.02
2024	12.62	-3.45	14.84	-3.62
2023	14.83	-7.40	17.79	-7.48
2022	-14.62	-18.76	-16.95	-20.69
2021	10.62	-2.57	14.66	-3.24
2020	19.50	-7.90	15.70	-12.29
2019	19.52	-0.42	21.94	-3.41
2018	-5.46	-7.00	-3.17	-8.38
2017	38.09	-0.53	14.15	0.00
2016	13.14	-2.92	8.71	-2.95
2015	-2.81	-5.90	0.44	-5.24
2014	8.05	-3.49	9.85	-1.50
2013	130.58	-23.09	19.23	-2.27
2012	12.33	-2.22	11.13	-3.54
2011	38.12	-39.02	3.75	-9.00
2010	22.92	-2.89	12.93	-7.13
2009	10.29	-10.30	18.79	-11.70

Table of contents

Resources & Extras

Asset Allocations and ETFs

Portfolio Returns as of May 31, 2025

Portfolio Metrics as of May 31, 2025

Drawdowns

Rolling Returns

Yearly Returns