VOO+BSV+BTC+ETH
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BSV Vanguard Short-Term Bond ETF | Total Bond Market | 9% |
BTC-USD Bitcoin | 5% | |
ETH-USD Ethereum | 5% | |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 81% |
Performance
Performance Chart
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The earliest data available for this chart is Aug 7, 2015, corresponding to the inception date of ETH-USD
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| VOO+BSV+BTC+ETH | -2.89% | 10.10% | -2.69% | 11.76% | 22.13% | N/A |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | -3.41% | 7.59% | -5.06% | 9.79% | 15.81% | 12.42% |
BSV Vanguard Short-Term Bond ETF | 2.32% | 0.52% | 2.72% | 6.21% | 1.10% | 1.76% |
BTC-USD Bitcoin | 10.21% | 29.32% | 34.11% | 69.38% | 64.34% | 83.65% |
ETH-USD Ethereum | -29.62% | 54.05% | -25.09% | -19.39% | 66.08% | N/A |
Monthly Returns
The table below presents the monthly returns of VOO+BSV+BTC+ETH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.65% | -3.43% | -5.31% | 0.05% | 3.40% | -2.89% | |||||||
| 2024 | 1.37% | 8.63% | 4.19% | -4.97% | 5.82% | 2.17% | 0.93% | 0.53% | 2.33% | -0.50% | 9.06% | -2.71% | 29.20% |
| 2023 | 8.82% | -2.00% | 5.42% | 1.61% | -0.01% | 5.98% | 2.29% | -2.39% | -3.71% | 0.11% | 8.69% | 5.18% | 33.18% |
| 2022 | -6.52% | -1.63% | 3.69% | -8.88% | -1.71% | -9.93% | 11.26% | -4.67% | -8.65% | 7.75% | 2.81% | -5.26% | -21.79% |
| 2021 | 3.70% | 4.76% | 8.52% | 6.51% | -1.21% | 0.43% | 3.53% | 5.10% | -5.14% | 9.99% | -0.50% | 0.84% | 41.90% |
| 2020 | 3.43% | -5.32% | -14.31% | 14.96% | 5.12% | 1.17% | 8.57% | 7.49% | -4.76% | -0.34% | 14.56% | 8.22% | 40.89% |
| 2019 | 5.20% | 4.21% | 2.12% | 5.53% | 2.26% | 9.65% | -0.25% | -2.18% | 1.31% | 2.47% | 1.05% | 1.56% | 37.72% |
| 2018 | 5.44% | -4.69% | -6.42% | 5.37% | -0.42% | -1.62% | 3.74% | 0.39% | -0.39% | -6.53% | -2.25% | -7.21% | -14.62% |
| 2017 | 3.20% | 7.20% | 19.54% | 5.01% | 19.33% | 6.69% | 0.98% | 6.77% | -0.46% | 4.50% | 9.01% | 8.66% | 134.86% |
| 2016 | 2.95% | 22.27% | 28.26% | -0.41% | 4.64% | 1.25% | 2.40% | -0.37% | 0.89% | -1.57% | 2.36% | 3.19% | 82.28% |
| 2015 | -7.49% | -2.73% | 9.76% | 1.21% | -0.07% | -0.12% |
Expense Ratio
VOO+BSV+BTC+ETH has an expense ratio of 0.03%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VOO+BSV+BTC+ETH is 23, meaning it’s performing worse than 77% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.52 | 0.26 | 1.04 | 0.01 | 0.29 |
BSV Vanguard Short-Term Bond ETF | 2.66 | 2.51 | 1.31 | 0.32 | 5.10 |
BTC-USD Bitcoin | 1.24 | 2.99 | 1.31 | 2.31 | 10.99 |
ETH-USD Ethereum | -0.31 | 0.35 | 1.04 | 0.03 | -0.32 |
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Dividends
Dividend yield
VOO+BSV+BTC+ETH provided a 1.41% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.41% | 1.31% | 1.40% | 1.51% | 1.13% | 1.41% | 1.73% | 1.85% | 1.59% | 1.77% | 1.83% | 1.63% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
BSV Vanguard Short-Term Bond ETF | 3.56% | 3.38% | 2.46% | 1.50% | 1.36% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
BTC-USD Bitcoin | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ETH-USD Ethereum | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the VOO+BSV+BTC+ETH. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the VOO+BSV+BTC+ETH was 33.15%, occurring on Mar 23, 2020. Recovery took 131 trading sessions.
The current VOO+BSV+BTC+ETH drawdown is 7.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.15% | Feb 15, 2020 | 38 | Mar 23, 2020 | 131 | Aug 1, 2020 | 169 |
| -27.83% | Nov 9, 2021 | 338 | Oct 12, 2022 | 427 | Dec 13, 2023 | 765 |
| -25.33% | Jan 29, 2018 | 331 | Dec 25, 2018 | 176 | Jun 19, 2019 | 507 |
| -19.55% | Dec 17, 2024 | 113 | Apr 8, 2025 | — | — | — |
| -12.53% | Mar 14, 2016 | 7 | Mar 20, 2016 | 88 | Jun 16, 2016 | 95 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 4 assets, with an effective number of assets of 1.49, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | BSV | BTC-USD | ETH-USD | VOO | Portfolio | |
|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | -0.05 | 0.19 | 0.21 | 1.00 | 0.83 |
| BSV | -0.05 | 1.00 | 0.01 | 0.02 | -0.05 | -0.03 |
| BTC-USD | 0.19 | 0.01 | 1.00 | 0.64 | 0.16 | 0.56 |
| ETH-USD | 0.21 | 0.02 | 0.64 | 1.00 | 0.16 | 0.64 |
| VOO | 1.00 | -0.05 | 0.16 | 0.16 | 1.00 | 0.74 |
| Portfolio | 0.83 | -0.03 | 0.56 | 0.64 | 0.74 | 1.00 |