just vgt and bitcoin

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.

As of Apr 2, 2026, the just vgt and bitcoin returned 2.10% Year-To-Date and 46.35% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jul 19, 2012, just vgt and bitcoin's average daily return is +0.13%, while the average monthly return is +4.18%. At this rate, your investment would double in approximately 1.4 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 54% 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%.

just vgt and bitcoin has an annualized alpha of 31.96%, beta of 1.26, and R² of 0.42 versus S&P 500 Index. Calculated based on daily prices since July 19, 2012.

• This portfolio captured 257.11% of S&P 500 Index gains but only 99.55% of its losses — a favorable profile for investors.
• R² of 0.42 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

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.

just vgt and bitcoin ranks 60 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.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

just vgt and bitcoin Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 1.74
• 5-Year: 0.72
• 10-Year: 1.42
• All Time: 1.55

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.00 to 1.69, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of just vgt and bitcoin compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

just vgt and bitcoin provided a 0.23% dividend yield over the last twelve months.

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.

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 9.20%.

The chart below shows the rolling one-month volatility.