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 2026-08-06
- 1Y
- 15.3%
- 3Y
- 47.8%
- CAGR
- 8.2%
- Max DD
- -16.4%
- Sharpe
- 0.46
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 2026-08-06.