Gretchen Tai vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 31 May 2023

The Gretchen Tai Portfolio obtained a 7.16% compound annual return, with a 11.59% standard deviation, in the last 30 Years.

The Tyler Golden Butterfly Portfolio obtained a 7.52% compound annual return, with a 7.52% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Gretchen Tai Portfolio Tyler Golden Butterfly Portfolio
Risk High High
Asset Allocation Stocks 70% 40%
Fixed Income 30% 40%
Commodities 0% 20%
30 Years Stats Return +7.16% +7.52%
Std Dev 11.59% 7.52%
Max Drawdown -41.80% -17.79%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1986

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Gretchen Tai Portfolio -1.83 +1.44 -2.06 +4.06 +5.62 +7.16 +8.65
Tyler Golden Butterfly Portfolio -1.57 +1.35 -1.61 +4.68 +5.50 +7.52 +8.13
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Gretchen Tai Portfolio: an investment of 1000$, since June 1993, now would be worth 7972.31$, with a total return of 697.23% (7.16% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1000$, since June 1993, now would be worth 8793.91$, with a total return of 779.39% (7.52% annualized).

Gretchen Tai Portfolio: an investment of 1000$, since January 1986, now would be worth 22301.46$, with a total return of 2130.15% (8.65% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1000$, since January 1986, now would be worth 18611.75$, with a total return of 1761.18% (8.13% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

Swipe left to see all data
Gretchen Tai Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-17.79% Jan 2022 Sep 2022
-16.24% Jan 2020 Mar 2020
-14.81% Mar 2008 Feb 2009
-14.25% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-9.44% May 1998 Aug 1998
-7.16% Feb 2020 Mar 2020
-7.04% Feb 1994 Mar 1994
-6.86% Jun 2002 Jul 2002
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015
-4.99% Feb 2001 Mar 2001
-4.64% Feb 1994 Jun 1994
-4.43% Aug 1997 Aug 1997
-4.36% Apr 2004 Apr 2004

Drawdown comparison chart since January 1986.

Swipe left to see all data
Gretchen Tai Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-17.79% Jan 2022 Sep 2022
-17.50% Sep 1987 Nov 1987
-16.24% Jan 2020 Mar 2020
-16.12% Jan 1990 Sep 1990
-14.81% Mar 2008 Feb 2009
-14.25% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-10.93% Sep 1987 Nov 1987
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-9.44% May 1998 Aug 1998
-7.94% Jan 1990 Oct 1990
-7.16% Feb 2020 Mar 2020
-7.04% Feb 1994 Mar 1994
-6.86% Jun 2002 Jul 2002
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

Swipe left to see all data
Year Gretchen Tai Portfolio Tyler Golden Butterfly Portfolio
2023
 +4.75% +3.71%
2022
 -17.30% -13.35%
2021
 +12.15% +9.35%
2020
 +12.24% +13.93%
2019
 +20.82% +18.03%
2018
 -7.59% -4.03%
2017
 +18.32% +10.96%
2016
 +7.93% +10.82%
2015
 -2.21% -3.71%
2014
 +4.44% +9.13%
2013
 +14.58% +6.26%
2012
 +14.85% +8.84%
2011
 -1.45% +8.86%
2010
 +12.51% +16.54%
2009
 +26.58% +10.77%
2008
 -27.67% -4.18%
2007
 +9.39% +9.58%
2006
 +17.39% +12.44%
2005
 +10.26% +8.04%
2004
 +15.60% +9.88%
2003
 +29.40% +18.85%
2002
 -7.43% +3.15%
2001
 -6.29% +2.71%
2000
 -4.67% +6.88%
1999
 +22.01% +4.24%
1998
 +10.02% +8.03%
1997
 +11.39% +13.09%
1996
 +10.62% +8.18%
1995
 +17.98% +21.86%
1994
 -0.51% -1.98%
1993
 +26.87% +14.50%
1992
 +0.50% +9.15%
1991
 +30.31% +19.14%
1990
 -8.54% -2.51%
1989
 +25.15% +14.78%
1988
 +19.39% +9.18%
1987
 +4.96% +5.10%
1986
 +29.74% +17.75%