Tyler Pinwheel Portfolio vs Tyler Golden Butterfly Portfolio Portfolio Comparison

Simulation Settings
Period: January 1976 - May 2025 (~49 years)
Consolidated Returns as of 31 May 2025
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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Results
30 Years
All (since January 1976)
Inflation Adjusted:
Tyler Pinwheel Portfolio
1.00$
Initial Capital
June 1995
9.12$
Final Capital
May 2025
7.65%
Yearly Return
10.52%
Std Deviation
-36.89%
Max Drawdown
36months
Recovery Period
1.00$
Initial Capital
June 1995
4.33$
Final Capital
May 2025
5.01%
Yearly Return
10.52%
Std Deviation
-37.93%
Max Drawdown
38months
Recovery Period
1.00$
Initial Capital
January 1976
110.44$
Final Capital
May 2025
9.99%
Yearly Return
10.35%
Std Deviation
-36.89%
Max Drawdown
36months
Recovery Period
1.00$
Initial Capital
January 1976
19.17$
Final Capital
May 2025
6.16%
Yearly Return
10.35%
Std Deviation
-37.93%
Max Drawdown
38months
Recovery Period
Tyler Golden Butterfly Portfolio
1.00$
Initial Capital
June 1995
9.46$
Final Capital
May 2025
7.78%
Yearly Return
7.81%
Std Deviation
-17.79%
Max Drawdown
30months
Recovery Period
1.00$
Initial Capital
June 1995
4.49$
Final Capital
May 2025
5.13%
Yearly Return
7.81%
Std Deviation
-23.47%
Max Drawdown
48months*
Recovery Period
* in progress
1.00$
Initial Capital
January 1976
99.41$
Final Capital
May 2025
9.75%
Yearly Return
8.40%
Std Deviation
-17.79%
Max Drawdown
30months
Recovery Period
1.00$
Initial Capital
January 1976
17.25$
Final Capital
May 2025
5.93%
Yearly Return
8.40%
Std Deviation
-23.47%
Max Drawdown
48months*
Recovery Period
* in progress

As of May 2025, in the previous 30 Years, the Tyler Pinwheel Portfolio obtained a 7.65% compound annual return, with a 10.52% standard deviation. It suffered a maximum drawdown of -36.89% that required 36 months to be recovered.

As of May 2025, in the previous 30 Years, the Tyler Golden Butterfly Portfolio obtained a 7.78% compound annual return, with a 7.81% standard deviation. It suffered a maximum drawdown of -17.79% that required 30 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 Pinwheel Portfolio
Weight
(%)		 Ticker Name
15.00
EFA
iShares MSCI EAFE
15.00
VTI
Vanguard Total Stock Market
15.00
VNQ
Vanguard Real Estate
10.00
EEM
iShares MSCI Emerging Markets
10.00
IJS
iShares S&P Small-Cap 600 Value
15.00
IEI
iShares 3-7 Year Treasury Bond
10.00
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill
10.00
GLD
SPDR Gold Trust
Tyler Golden Butterfly 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
20.00
GLD
SPDR Gold Trust
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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 1st.
  • dividend reinvestment, when applicable.
RETURN COMPARISON
Period: 1 January 1976 - 31 May 2025 (~49 years)
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Return (%) as of May 31, 2025
YTD
(5M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~49Y)
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_tyler.webp Pinwheel
Tyler 		5.83 2.48 2.35 12.20 8.67 6.32 7.65 9.99
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_tyler.webp Golden Butterfly
Tyler 		3.31 1.15 -0.23 11.31 6.45 6.31 7.78 9.75
Return over 1 year are annualized.
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Capital Growth as of May 31, 2025

Tyler Pinwheel Portfolio: an investment of 1$, since June 1995, now would be worth 9.12$, with a total return of 812.32% (7.65% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since June 1995, now would be worth 9.46$, with a total return of 845.92% (7.78% annualized).


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Tyler Pinwheel Portfolio: an investment of 1$, since January 1976, now would be worth 110.44$, with a total return of 10944.35% (9.99% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1976, now would be worth 99.41$, with a total return of 9840.93% (9.75% 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 June 1995 - 31 May 2025 (30 years)
Period: 1 January 1976 - 31 May 2025 (~49 years)
Swipe left to see all data
Pinwheel Golden Butterfly
Author Tyler Tyler
ASSET ALLOCATION
Stocks 65% 40%
Fixed Income 25% 40%
Commodities 10% 20%
PERFORMANCES
Annualized Return (%)
12.20
11.31
Infl. Adjusted Return (%) 9.68 8.82
DRAWDOWN
Deepest Drawdown Depth (%)
-3.29
-3.42
Start to Recovery (months)
6
6*
Longest Drawdown Depth (%)
-3.29
-3.42
Start to Recovery (months)
6
6*
Longest Negative Period (months)
6
6*
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%)
6.77
6.92
Sharpe Ratio
1.11
0.95
Sortino Ratio
1.41
1.33
Ulcer Index
1.06
1.16
Ratio: Return / Standard Deviation
1.80
1.63
Ratio: Return / Deepest Drawdown
3.71
3.31
Metrics calculated over the period 1 June 2024 - 31 May 2025
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Pinwheel Golden Butterfly
Author Tyler Tyler
ASSET ALLOCATION
Stocks 65% 40%
Fixed Income 25% 40%
Commodities 10% 20%
PERFORMANCES
Annualized Return (%)
8.67
6.45
Infl. Adjusted Return (%) 3.89 1.77
DRAWDOWN
Deepest Drawdown Depth (%) -19.49
-17.79
Start to Recovery (months)
27
30
Longest Drawdown Depth (%) -19.49
-17.79
Start to Recovery (months)
27
30
Longest Negative Period (months)
34
39
RISK INDICATORS
Standard Deviation (%) 11.01
9.93
Sharpe Ratio
0.55
0.39
Sortino Ratio
0.75
0.54
Ulcer Index 6.59
6.42
Ratio: Return / Standard Deviation
0.79
0.65
Ratio: Return / Deepest Drawdown
0.44
0.36
Metrics calculated over the period 1 June 2020 - 31 May 2025
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Pinwheel Golden Butterfly
Author Tyler Tyler
ASSET ALLOCATION
Stocks 65% 40%
Fixed Income 25% 40%
Commodities 10% 20%
PERFORMANCES
Annualized Return (%)
6.32
6.31
Infl. Adjusted Return (%) 3.16 3.15
DRAWDOWN
Deepest Drawdown Depth (%) -19.49
-17.79
Start to Recovery (months)
27
30
Longest Drawdown Depth (%) -19.49
-17.79
Start to Recovery (months)
27
30
Longest Negative Period (months)
34
39
RISK INDICATORS
Standard Deviation (%) 10.28
8.57
Sharpe Ratio 0.44
0.53
Sortino Ratio 0.59
0.74
Ulcer Index 5.40
4.82
Ratio: Return / Standard Deviation 0.61
0.74
Ratio: Return / Deepest Drawdown 0.32
0.35
Metrics calculated over the period 1 June 2015 - 31 May 2025
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Pinwheel Golden Butterfly
Author Tyler Tyler
ASSET ALLOCATION
Stocks 65% 40%
Fixed Income 25% 40%
Commodities 10% 20%
PERFORMANCES
Annualized Return (%) 7.65
7.78
Infl. Adjusted Return (%) 5.01 5.13
DRAWDOWN
Deepest Drawdown Depth (%) -36.89
-17.79
Start to Recovery (months) 36
30
Longest Drawdown Depth (%) -36.89
-17.79
Start to Recovery (months) 36
30
Longest Negative Period (months) 51
39
RISK INDICATORS
Standard Deviation (%) 10.52
7.81
Sharpe Ratio 0.51
0.70
Sortino Ratio 0.67
0.94
Ulcer Index 6.56
3.58
Ratio: Return / Standard Deviation 0.73
1.00
Ratio: Return / Deepest Drawdown 0.21
0.44
Metrics calculated over the period 1 June 1995 - 31 May 2025
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Pinwheel Golden Butterfly
Author Tyler Tyler
ASSET ALLOCATION
Stocks 65% 40%
Fixed Income 25% 40%
Commodities 10% 20%
PERFORMANCES
Annualized Return (%)
9.99
9.75
Infl. Adjusted Return (%) 6.16 5.93
DRAWDOWN
Deepest Drawdown Depth (%) -36.89
-17.79
Start to Recovery (months) 36
30
Longest Drawdown Depth (%) -36.89
-17.79
Start to Recovery (months) 36
30
Longest Negative Period (months) 51
39
RISK INDICATORS
Standard Deviation (%) 10.35
8.40
Sharpe Ratio 0.56
0.66
Sortino Ratio 0.73
0.91
Ulcer Index 5.60
3.30
Ratio: Return / Standard Deviation 0.96
1.16
Ratio: Return / Deepest Drawdown 0.27
0.55
Metrics calculated over the period 1 January 1976 - 31 May 2025
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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 1995 - 31 May 2025 (30 years)
Period: 1 January 1976 - 31 May 2025 (~49 years)

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Pinwheel Golden Butterfly
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-36.89 36 Nov 2007
Oct 2010
-19.49 27 Jan 2022
Mar 2024
-17.79 30 Jan 2022
Jun 2024
-14.99 8 Jan 2020
Aug 2020
-14.81 19 Mar 2008
Sep 2009
-14.05 12 May 1998
Apr 1999
-12.72 11 May 2011
Mar 2012
-11.06 13 Jun 2002
Jun 2003
-9.44 8 May 1998
Dec 1998
-8.88 14 Feb 2001
Mar 2002
-8.24 15 Feb 2018
Apr 2019
-7.70 16 Mar 2015
Jun 2016
-7.16 5 Feb 2020
Jun 2020
-6.86 12 Jun 2002
May 2003
-6.37 8 Sep 2018
Apr 2019

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Pinwheel Golden Butterfly
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-36.89 36 Nov 2007
Oct 2010
-19.49 27 Jan 2022
Mar 2024
-17.79 30 Jan 2022
Jun 2024
-14.99 8 Jan 2020
Aug 2020
-14.91 16 Sep 1987
Dec 1988
-14.81 19 Mar 2008
Sep 2009
-14.05 12 May 1998
Apr 1999
-13.73 5 Feb 1980
Jun 1980
-12.72 11 May 2011
Mar 2012
-12.51 14 Jan 1990
Feb 1991
-12.10 23 Dec 1980
Oct 1982
-11.81 5 Feb 1980
Jun 1980
-11.06 13 Jun 2002
Jun 2003
-10.93 17 Sep 1987
Jan 1989
-9.44 8 May 1998
Dec 1998

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 1976 - 31 May 2025 (~49 years)


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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Pinwheel Golden Butterfly
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
5.83
-0.60 3.31 -0.53
2024
 9.66 -3.29
10.73
-3.42
2023
13.20
-8.07 11.98 -8.08
2022
 -13.57 -19.49
-13.35
-17.79
2021
13.53
-3.10 9.35 -2.45
2020
 9.12 -14.99
13.93
-7.16
2019
19.31
-3.16 18.03 -1.83
2018
 -6.39 -8.24
-4.03
-6.37
2017
14.08
0.00 10.96 -0.32
2016
 8.63 -2.93
10.82
-3.36
2015
-2.88
-7.37 -3.71 -6.25
2014
 6.12 -3.95
9.13
-3.27
2013
9.02
-4.25 6.26 -3.84
2012
12.60
-5.90 8.84 -2.43
2011
 -0.25 -12.72
8.86
-3.00
2010
 16.08 -7.26
16.54
-2.77
2009
24.19
-14.81 10.77 -10.16
2008
 -22.51 -27.78
-4.18
-13.53
2007
 7.60 -4.41
9.58
-2.06
2006
19.78
-3.25 12.44 -2.71
2005
11.02
-2.58 8.04 -1.76
2004
15.19
-5.84 9.88 -4.36
2003
28.19
-3.19 18.85 -2.72
2002
 -2.13 -11.06
3.15
-6.86
2001
 -0.61 -8.88
2.71
-4.99
2000
 1.80 -5.84
6.88
-3.64
1999
15.18
-2.13 4.24 -3.38
1998
 3.43 -14.05
8.03
-9.44
1997
 8.85 -4.25
13.09
-2.50
1996
13.00
-2.47 8.18 -2.60
1995
 14.60 -1.63
21.86
-0.40
1994
 -2.32 -6.30
-1.98
-4.64
1993
24.96
-3.33 14.50 -1.37
1992
 4.01 -2.90
9.15
-1.58
1991
29.20
-3.25 19.14 -1.63
1990
 -7.14 -12.51
-2.51
-7.94
1989
21.94
-1.96 14.78 -0.89
1988
14.95
-2.14 9.18 -1.64
1987
 2.63 -14.91
5.10
-10.93
1986
21.90
-2.21 17.75 -2.42
1985
27.17
-1.91 25.09 -1.93
1984
8.12
-3.20 3.75 -4.68
1983
17.25
-1.79 11.13 -2.46
1982
 13.76 -9.40
28.31
-5.34
1981
-0.90
-8.40 -1.23 -8.50
1980
18.33
-11.81 15.59 -13.73
1979
 29.93 -6.94
38.92
-6.53
1978
15.63
-5.44 13.30 -7.41
1977
10.76
-0.79 7.87 -1.53
1976
 19.79 -2.33
20.55
-2.29
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