Golden Butterfly

6382a8dd808f12399b2ac03a
Asset ID Name Earliest
Return Date
Latest
Return Date
Type
Vanguard Total Stock Market ETF 2001-06-01 2023-11-27 ETF
Vanguard S&P Small-Cap 600 Value ETF 2010-09-10 2023-11-27 ETF
Vanguard Long-Term Treasury ETF 2010-01-05 2023-11-27 ETF
Vanguard Short-Term Treasury ETF 2009-11-24 2023-11-27 ETF
SPDR Gold MiniShares Trust 2018-06-27 2023-11-27 ETF
Benchmark
Simple 60/40 2008-03-31 2023-11-27 Portfolio

Asset Report

Periodic Metrics

1 Day 1 Week 1 Month 3 Months 1 Year 3 Years 5 Years 10 Years Since Inception Inception Date
VTI -0.12 0.80 9.18 2.86 11.36 6.43 10.20 9.11 6.74 2001-06-01
VIOV -0.23 -0.20 7.73 -2.28 -5.14 5.90 5.07 6.32 10.12 2010-09-10
VGLT 0.99 0.77 4.87 -1.89 -4.99 -10.64 -0.97 1.39 2.92 2010-01-05
VGSH 0.10 0.12 0.62 1.21 2.79 -0.53 1.03 0.77 0.83 2009-11-24
GLDM 0.68 1.70 1.55 5.27 14.85 3.58 10.36 8.92 2018-06-27
Benchmark 0.46 5.64 1.82 6.33 1.67 5.37 4.63 4.48 2008-03-31
1 Week 1 Month 3 Months 1 Year 3 Years 5 Years 10 Years Since Inception Inception Date
VTI 0.38 0.72 0.78 0.84 16.49 19.61 16.06 17.53 2001-06-01
VIOV 0.67 1.57 1.25 1.19 20.47 25.20 20.51 20.58 2010-09-10
VGLT 0.62 0.77 0.79 0.74 11.80 12.36 10.95 11.46 2010-01-05
VGSH 0.06 0.12 0.10 0.15 1.83 1.59 1.30 1.23 2009-11-24
GLDM 0.64 0.70 0.77 0.84 14.03 14.76 14.44 2018-06-27
Benchmark 0.19 0.45 0.47 0.47 8.92 10.34 8.74 11.36 2008-03-31
1 Year 3 Years 5 Years 10 Years Since Inception Inception Date
VTI 0.99 0.60 0.96 0.83 0.64 2001-06-01
VIOV -0.43 0.60 0.60 0.64 0.96 2010-09-10
VGLT -0.47 -1.04 -0.09 0.12 0.26 2010-01-05
VGSH 0.24 -0.06 0.09 0.06 0.07 2009-11-24
GLDM 1.28 0.33 0.92 0.80 2018-06-27
Benchmark 0.55 0.14 0.47 0.40 0.40 2008-03-31

Correlation Matrix

VTI VIOV VGLT VGSH GLDM
VTI 1 0.83 -0.22 -0.13 0.09
VIOV 0.83 1 -0.26 -0.15 0.03
VGLT -0.22 -0.26 1 0.59 0.32
VGSH -0.13 -0.15 0.59 1 0.38
GLDM 0.09 0.03 0.32 0.38 1
Documentation