Asset Allocation
Find the right asset allocation for Someones's kid on Reddit
Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
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Performance Chart
The chart shows the growth of an initial investment of $10,000 in Someones's kid on Reddit, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.
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Returns By Period
| Position | 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | -1.21% | 0.23% | 8.39% | 10.39% | 24.03% | 18.94% | 12.24% | 13.61% |
Portfolio Someones's kid on Reddit | -1.14% | 1.53% | 10.04% | 11.62% | 26.59% | 18.08% | 10.31% | — |
| Portfolio components: | ||||||||
AVUV Avantis US Small Cap Value ETF | -1.33% | 2.37% | 19.18% | 17.38% | 37.67% | 18.44% | 12.46% | — |
NTSX WisdomTree U.S. Efficient Core Fund | -1.35% | 0.74% | 7.12% | 8.67% | 22.85% | 17.90% | 9.41% | — |
SCZ iShares MSCI EAFE Small-Cap ETF | -0.95% | 0.28% | 9.44% | 11.79% | 23.61% | 15.10% | 5.82% | 8.51% |
VHT Vanguard Health Care ETF | -1.13% | 3.89% | -1.67% | -0.76% | 16.82% | 6.50% | 4.61% | 9.85% |
VT Vanguard Total World Stock ETF | -1.00% | 1.76% | 11.14% | 13.37% | 27.67% | 19.34% | 11.21% | 12.86% |
Monthly Returns
Based on dividend-adjusted daily data since Sep 26, 2019, Someones's kid on Reddit's average daily return is +0.06%, while the average monthly return is +1.16%. At this rate, an investment would double in approximately 5.0 years.
Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +12.3%, while the worst month was Mar 2020 at -13.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, Someones's kid on Reddit closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +8.6%, while the worst single day was Mar 16, 2020 at -11.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.77% | 1.61% | -5.73% | 8.67% | 4.06% | -1.14% | 10.04% | ||||||
| 2025 | 3.16% | -0.81% | -3.99% | -0.13% | 5.15% | 4.69% | 1.00% | 3.51% | 3.04% | 1.72% | 1.07% | 0.38% | 20.06% |
| 2024 | 0.22% | 3.86% | 3.02% | -4.16% | 4.69% | 1.66% | 3.11% | 1.90% | 1.91% | -2.42% | 5.06% | -3.87% | 15.42% |
| 2023 | 7.28% | -3.23% | 2.28% | 1.21% | -1.44% | 5.80% | 3.71% | -2.61% | -4.62% | -3.38% | 9.29% | 6.05% | 20.89% |
| 2022 | -5.18% | -2.40% | 1.70% | -8.32% | 0.64% | -8.26% | 7.94% | -4.39% | -9.88% | 7.40% | 7.34% | -4.86% | -18.74% |
| 2021 | 0.07% | 2.95% | 3.35% | 4.18% | 1.63% | 1.46% | 1.21% | 2.48% | -4.10% | 5.18% | -2.07% | 3.78% | 21.63% |
Benchmark Metrics
Someones's kid on Reddit has an annualized alpha of 0.19%, beta of 0.92, and R2 of 0.95 versus S&P 500 Index. Calculated based on daily prices since September 26, 2019.
- This portfolio participated in 97.35% of S&P 500 Index downside but only 94.31% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.92 and R2 of 0.95, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.19%
- Beta
- 0.92
- R²
- 0.95
- Upside Capture
- 94.31%
- Downside Capture
- 97.35%
Expense Ratio
Someones's kid on Reddit has an expense ratio of 0.14%, 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.
Return for Risk
Risk / Return Rank
Someones's kid on Reddit ranks 50 for risk / return — on par with similar Portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below presents risk-adjusted performance metrics for Someones's kid on Reddit and compares them with S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 2.11 | 1.94 | +0.17 |
| Sortino ratioReturn per unit of downside risk | 2.91 | 2.64 | +0.27 |
| Omega ratioGain probability vs. loss probability | 1.38 | 1.35 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 2.65 | +0.34 |
| Martin ratioReturn relative to average drawdown | 12.95 | 11.88 | +1.07 |
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Position | Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio |
|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 76 | 2.15 | 3.08 | 1.37 | 4.76 | 14.14 |
NTSX WisdomTree U.S. Efficient Core Fund | 56 | 1.76 | 2.39 | 1.32 | 2.50 | 10.75 |
SCZ iShares MSCI EAFE Small-Cap ETF | 48 | 1.59 | 2.28 | 1.29 | 2.07 | 7.84 |
VHT Vanguard Health Care ETF | 32 | 1.15 | 1.81 | 1.20 | 1.62 | 4.02 |
VT Vanguard Total World Stock ETF | 68 | 2.08 | 2.86 | 1.38 | 2.87 | 12.50 |
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Dividends
Dividend yield
Someones's kid on Reddit provided a 1.54% dividend yield over the last twelve months.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.54% | 1.66% | 1.73% | 1.78% | 1.85% | 1.49% | 1.36% | 1.89% | 1.66% | 1.24% | 1.41% | 1.39% |
| Portfolio components: | ||||||||||||
AVUV Avantis US Small Cap Value ETF | 1.65% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
NTSX WisdomTree U.S. Efficient Core Fund | 1.09% | 1.14% | 1.14% | 1.21% | 1.36% | 0.82% | 0.92% | 1.42% | 0.62% | 0.00% | 0.00% | 0.00% |
SCZ iShares MSCI EAFE Small-Cap ETF | 3.19% | 3.30% | 3.50% | 2.96% | 1.99% | 2.96% | 1.52% | 3.52% | 2.79% | 2.38% | 2.82% | 2.06% |
VHT Vanguard Health Care ETF | 1.67% | 1.61% | 1.53% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% |
VT Vanguard Total World Stock ETF | 1.61% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
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 Someones's kid on Reddit. 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 Someones's kid on Reddit was 33.36%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current Someones's kid on Reddit drawdown is 0.43%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -33.36%Mar 2020 | 1mo 9d | 4mo 20d | 5mo 29dFeb 2020 - Aug 2020 |
Bear market2022 | -26.49%Sep 2022 | 10mo 25d | 1y 4mo | 2y 3moNov 2021 - Feb 2024 |
2025 selloff2025 | -16.49%Apr 2025 | 1mo 17d | 2mo 3d | 3mo 20dFeb 2025 - Jun 2025 |
2026 pullback2026 | -8.92%Mar 2026 | 1mo 2d | 17d | 1mo 19dFeb 2026 - Apr 2026 |
2020 pullback2020 | -7.78%Sep 2020 | 20d | 19d | 1mo 9dSep 2020 - Oct 2020 |
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 5 assets, with an effective number of assets of 2.82, reflecting the diversification based on asset allocation. Your allocation shows noticeable concentration: a few holdings carry significantly more weight than the rest. Rebalancing toward more even weights — or adding less correlated assets — could reduce risk.
Diversification Ratio
1Y | 3Y | 5Y | All Time | |
|---|---|---|---|---|
Diversification Ratio | 1.09 | 1.07 | 1.06 | 1.05 |
The portfolio has a diversification ratio of 1.05, placing it in the bottom quartile across portfolios — positions are highly correlated. Consider adding assets from different classes or sectors to reduce risk.
Someones's kid on Reddit correlation to the S&P 500 Index
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.96 |
Benchmark Correlations
Correlation vs. S&P 500 Index. VT has the highest benchmark correlation at 0.96, while VHT has the lowest at 0.68.
Asset Correlations Table
Find what Someones's kid on Reddit is missing
See which holdings overlap, where Someones's kid on Reddit is concentrated, and which low-correlation assets could fill the gaps.
Analyze Diversification