Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
VTI Vanguard Total Stock Market ETF | Large Cap Blend Equities | 40% |
QQQ Invesco QQQ ETF | Nasdaq-100 | 20% |
VIG Vanguard Dividend Appreciation ETF | Dividend | 17.50% |
VXUS Vanguard Total International Stock ETF | Global Equities | 17.50% |
SGOV iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 5% |
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Open Portfolio OptimizerPerformance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Dude on TV, 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 year.
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Returns By Period
| Position | 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.50% | 0.31% | 8.56% | 8.85% | 24.33% | 19.37% | 11.84% | 13.61% |
Portfolio Dude on TV | 0.51% | 1.79% | 11.18% | 11.49% | 26.79% | 19.96% | 12.16% | — |
| Portfolio components: | ||||||||
QQQ Invesco QQQ ETF | 0.59% | 1.75% | 17.57% | 17.85% | 37.55% | 26.43% | 16.85% | 21.79% |
SGOV iShares 0-3 Month Treasury Bond ETF | 0.02% | 0.26% | 1.61% | 1.78% | 3.91% | 4.71% | 3.56% | — |
VIG Vanguard Dividend Appreciation ETF | 0.53% | 2.76% | 7.68% | 6.99% | 19.52% | 15.98% | 10.74% | 13.24% |
VTI Vanguard Total Stock Market ETF | 0.57% | 1.00% | 9.62% | 9.69% | 26.27% | 20.60% | 12.20% | 15.02% |
VXUS Vanguard Total International Stock ETF | 0.40% | 3.09% | 13.69% | 15.52% | 30.12% | 18.37% | 8.32% | 10.22% |
Monthly Returns
Based on dividend-adjusted daily data since May 28, 2020, Dude on TV's average daily return is +0.07%, while the average monthly return is +1.35%. At this rate, an investment would double in approximately 4.3 years.
Historically, 68% of months were positive and 32% were negative. The best month was Nov 2020 with a return of +11.0%, while the worst month was Sep 2022 at -8.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.
On a daily basis, Dude on TV closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +8.8%, while the worst single day was Apr 4, 2025 at -5.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.21% | 0.57% | -5.29% | 9.68% | 5.32% | -1.14% | 11.18% | ||||||
| 2025 | 2.83% | -0.87% | -4.43% | 0.26% | 5.76% | 4.70% | 1.34% | 2.33% | 3.55% | 2.25% | 0.30% | 0.19% | 19.34% |
| 2024 | 0.75% | 4.31% | 2.63% | -3.74% | 4.45% | 2.69% | 1.55% | 2.10% | 2.07% | -1.56% | 4.78% | -2.29% | 18.77% |
| 2023 | 6.94% | -2.23% | 3.91% | 1.26% | 0.87% | 5.93% | 3.39% | -2.12% | -4.33% | -2.29% | 8.83% | 4.96% | 27.01% |
| 2022 | -5.59% | -2.86% | 2.67% | -8.33% | -0.13% | -7.45% | 7.82% | -3.84% | -8.81% | 6.39% | 6.53% | -4.96% | -18.74% |
| 2021 | -0.55% | 1.91% | 3.18% | 4.40% | 0.78% | 2.15% | 1.65% | 2.57% | -4.45% | 6.04% | -1.11% | 3.51% | 21.53% |
Benchmark Metrics
Dude on TV has an annualized alpha of 1.53%, beta of 0.93, and R2 of 0.98 versus S&P 500 Index. Calculated based on daily prices since May 28, 2020.
- This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (94.63%) than losses (90.40%) - typical of diversified or defensive assets.
- With beta of 0.93 and R2 of 0.98, 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
- 1.53%
- Beta
- 0.93
- R²
- 0.98
- Upside Capture
- 94.63%
- Downside Capture
- 90.40%
Expense Ratio
Dude on TV has an expense ratio of 0.07%, 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
Dude on TV ranks 59 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 Dude on TV 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 | 2.06 | 1.86 | +0.19 |
| Sortino ratioReturn per unit of downside risk | 2.81 | 2.53 | +0.28 |
| Omega ratioGain probability vs. loss probability | 1.37 | 1.34 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 2.53 | +0.45 |
| Martin ratioReturn relative to average drawdown | 13.24 | 11.37 | +1.87 |
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 |
|---|---|---|---|---|---|---|
QQQ Invesco QQQ ETF | 69 | 2.09 | 2.73 | 1.37 | 3.01 | 11.22 |
SGOV iShares 0-3 Month Treasury Bond ETF | 100 | 20.28 | 275.69 | 195.55 | 398.20 | 4,461.98 |
VIG Vanguard Dividend Appreciation ETF | 58 | 1.80 | 2.61 | 1.32 | 2.32 | 9.34 |
VTI Vanguard Total Stock Market ETF | 67 | 1.97 | 2.67 | 1.35 | 2.79 | 12.52 |
VXUS Vanguard Total International Stock ETF | 58 | 1.77 | 2.44 | 1.33 | 2.53 | 9.72 |
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Dividends
Dividend yield
Dude on TV provided a 1.41% dividend yield over the last twelve months.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.41% | 1.58% | 1.76% | 1.84% | 1.78% | 1.39% | 1.34% | 1.69% | 1.92% | 1.66% | 1.87% | 1.89% |
| Portfolio components: | ||||||||||||
QQQ Invesco QQQ ETF | 0.39% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
SGOV iShares 0-3 Month Treasury Bond ETF | 3.85% | 4.10% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.47% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
VTI Vanguard Total Stock Market ETF | 1.03% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
VXUS Vanguard Total International Stock ETF | 2.67% | 3.18% | 3.37% | 3.24% | 3.09% | 3.10% | 2.14% | 3.06% | 3.18% | 2.73% | 2.93% | 2.83% |
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 Dude on TV. 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 Dude on TV was 25.28%, occurring on Oct 12, 2022. Recovery took 294 trading sessions.
The current Dude on TV drawdown is 1.83%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -25.28%Oct 2022 | 9mo 18d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
2025 selloff2025 | -16.87%Apr 2025 | 1mo 17d | 1mo 29d | 3mo 16dFeb 2025 - Jun 2025 |
2026 pullback2026 | -8.52%Mar 2026 | 1mo 2d | 15d | 1mo 17dFeb 2026 - Apr 2026 |
2020 pullback2020 | -8.29%Sep 2020 | 20d | 1mo 17d | 2mo 7dSep 2020 - Nov 2020 |
2024 pullback2024 | -8.09%Aug 2024 | 19d | 1mo 15d | 2mo 4dJul 2024 - Sep 2024 |
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 3.79, 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 | All Time | |
|---|---|---|---|---|
Diversification Ratio | 1.06 | 1.06 | 1.05 | 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.
Dude on TV correlation to the S&P 500 Index
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.98 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.98 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since May 28, 2020 | 0.99 |
Benchmark Correlations
Correlation vs. S&P 500 Index. VTI has the highest benchmark correlation at 0.99, while SGOV has the lowest at -0.02.
Asset Correlations Table
Find what Dude on TV is missing
See which holdings overlap, where Dude on TV is concentrated, and which low-correlation assets could fill the gaps.
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