Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
SMH VanEck Semiconductor ETF | Semiconductors, Technology Equities | 80% |
BTC-USD Bitcoin | 20% |
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Performance Chart
The chart shows the growth of an initial investment of $10,000 in just vgt and bitcoin, 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
As of Jun 13, 2026, the just vgt and bitcoin returned 55.80% Year-To-Date and 50.19% of annualized return in the last 10 years.
| Position | 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 1.65% | 1.97% | 10.35% | 10.82% | 26.39% | 19.66% | 12.33% | 13.81% |
Portfolio just vgt and bitcoin | 3.92% | 11.26% | 55.80% | 59.22% | 99.23% | 60.23% | 36.73% | 50.19% |
| Portfolio components: | ||||||||
BTC-USD Bitcoin | 0.77% | -15.23% | -24.33% | -23.38% | -37.30% | 35.99% | 11.54% | 56.48% |
SMH VanEck Semiconductor ETF | 4.38% | 16.31% | 79.69% | 83.94% | 152.58% | 62.32% | 39.72% | 38.18% |
Monthly Returns
Based on dividend-adjusted daily data since Sep 30, 2012, just vgt and bitcoin's average daily return is +0.14%, while the average monthly return is +4.41%. At this rate, an investment would double in approximately 1.3 years.
Historically, 68% of months were positive and 32% were negative. The best month was Nov 2013 with a return of +123.6%, while the worst month was Dec 2013 at -24.4%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.
On a daily basis, just vgt and bitcoin closed higher 55% of trading days. The best single day was Nov 18, 2013 with a return of +22.6%, while the worst single day was Mar 12, 2020 at -17.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.61% | -1.88% | -4.69% | 28.21% | 14.50% | 5.46% | 55.80% | ||||||
| 2025 | 2.45% | -7.33% | -7.79% | 2.76% | 12.95% | 13.27% | 4.43% | -0.91% | 11.04% | 8.23% | -5.51% | 1.66% | 37.49% |
| 2024 | 5.15% | 19.74% | 8.43% | -6.91% | 12.14% | 5.67% | -3.55% | -3.03% | 2.22% | 0.90% | 8.20% | -0.66% | 56.15% |
| 2023 | 21.43% | 0.76% | 12.88% | -4.29% | 11.63% | 6.63% | 3.61% | -4.30% | -5.30% | 2.39% | 13.83% | 10.20% | 89.77% |
| 2022 | -11.98% | 0.14% | 1.64% | -15.30% | 2.16% | -19.92% | 16.45% | -10.42% | -11.68% | 2.87% | 12.82% | -8.94% | -39.56% |
| 2021 | 5.86% | 12.85% | 9.00% | -0.51% | -4.80% | 3.57% | 3.87% | 5.29% | -5.91% | 13.72% | 6.66% | -2.84% | 54.88% |
Benchmark Metrics
just vgt and bitcoin has an annualized alpha of 33.29%, beta of 1.27, and R2 of 0.43 versus S&P 500 Index. Calculated based on daily prices since September 30, 2012.
- This portfolio captured 261.21% of S&P 500 Index gains but only 97.50% of its losses - a favorable profile for investors.
- R2 of 0.43 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 33.29%
- Beta
- 1.27
- R²
- 0.43
- Upside Capture
- 261.21%
- Downside Capture
- 97.50%
Expense Ratio
just vgt and bitcoin has an expense ratio of 0.28%, placing it in the medium range. 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
just vgt and bitcoin ranks 83 for risk / return — in the top 83% of Portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below presents risk-adjusted performance metrics for just vgt and bitcoin 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 | 3.17 | 2.14 | +1.03 |
| Sortino ratioReturn per unit of downside risk | 3.54 | 2.89 | +0.65 |
| Omega ratioGain probability vs. loss probability | 1.46 | 1.39 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 6.54 | 2.91 | +3.62 |
| Martin ratioReturn relative to average drawdown | 20.00 | 13.08 | +6.91 |
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Dividends
Dividend yield
just vgt and bitcoin provided a 0.14% dividend yield over the last twelve months.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.14% | 0.25% | 0.35% | 0.48% | 0.95% | 0.41% | 0.55% | 1.20% | 1.50% | 1.14% | 0.64% | 1.71% |
| Portfolio components: | ||||||||||||
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% |
SMH VanEck Semiconductor ETF | 0.17% | 0.31% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% |
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 just vgt and bitcoin. 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 just vgt and bitcoin was 49.23%, occurring on Oct 15, 2022. Recovery took 416 trading sessions.
The current just vgt and bitcoin drawdown is 2.56%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -49.23%Oct 2022 | 11mo 10d | 1y 1mo | 2y 26dNov 2021 - Dec 2023 |
Rate-hike selloffLate 2018 | -41.82%Dec 2018 | 1y 8d | 6mo 2d | 1y 6moDec 2017 - Jun 2019 |
2013 bear market2013 | -37.45%Dec 2013 | 13d | 2y 5mo | 2y 6moDec 2013 - Jun 2016 |
COVID crash2020 | -37.20%Mar 2020 | 1mo 2d | 3mo 22d | 4mo 24dFeb 2020 - Jul 2020 |
2025 selloff2025 | -31.41%Apr 2025 | 2mo 15d | 2mo 17d | 5mo 2dJan 2025 - Jun 2025 |
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 2 assets, with an effective number of assets of 1.47, reflecting the diversification based on asset allocation. Your capital is well-distributed across most of your holdings, with only mild concentration in a few names. True diversification also depends on the correlations between assets — check the diversification ratio below.
Diversification Ratio
1Y | 3Y | 5Y | 10Y | All Time | |
|---|---|---|---|---|---|
Diversification Ratio | 1.14 | 1.17 | 1.17 | 1.24 | 1.29 |
The portfolio has a diversification ratio of 1.29, in line with the typical range across portfolios. There's room to improve by adding less correlated assets.
just vgt and bitcoin correlation to the S&P 500 Index
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2012 | 0.66 |
Benchmark Correlations
Correlation vs. S&P 500 Index. SMH has the highest benchmark correlation at 0.77, while BTC-USD has the lowest at 0.16.
Asset Correlations Table
Find what just vgt and bitcoin is missing
See which holdings overlap, where just vgt and bitcoin is concentrated, and which low-correlation assets could fill the gaps.
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