Golden Butterfly
Permanent-portfolio-style allocation with a small-cap value tilt.
- Type: Fixed
- Frequency: annually
- Asset classes: US Equity, Small Cap Value, Treasuries, Gold
- Backtest window: 2004-11-18 to 2026-11-10
- 1Y
- 4.5%
- 3Y
- 49.9%
- CAGR
- 12.8%
- Max DD
- -7.8%
- Sharpe
- 1.26
Methodology
- Allocate 20% each to VTI, VBR, TLT, SHY, and GLD.
Source: Tyler (Portfolio Charts, 2015). Catching a Golden Butterfly.
Headline backtest performance as of 2026-11-10.