GLD 40 VOO 35 BTC 10 XLE 15

The chart shows the growth of an initial investment of $10,000 in GLD 40 VOO 35 BTC 10 XLE 15, 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 GLD 40 VOO 35 BTC 10 XLE 15 returned 5.10% Year-To-Date and 24.14% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jul 19, 2012, GLD 40 VOO 35 BTC 10 XLE 15's average daily return is +0.07%, while the average monthly return is +2.11%. At this rate, your investment would double in approximately 2.8 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2013 with a return of +64.1%, while the worst month was Dec 2013 at -18.6%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.

On a daily basis, GLD 40 VOO 35 BTC 10 XLE 15 closed higher 55% of trading days. The best single day was Nov 18, 2013 with a return of +13.4%, while the worst single day was Mar 12, 2020 at -10.7%.

GLD 40 VOO 35 BTC 10 XLE 15 has an annualized alpha of 16.21%, beta of 0.56, and R² of 0.31 versus S&P 500 Index. Calculated based on daily prices since July 19, 2012.

• This portfolio captured 110.94% of S&P 500 Index gains but only 53.68% of its losses — a favorable profile for investors.
• Beta of 0.56 may look defensive, but with R² of 0.31 this portfolio is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R² of 0.31 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

GLD 40 VOO 35 BTC 10 XLE 15 has an expense ratio of 0.18%, 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.

GLD 40 VOO 35 BTC 10 XLE 15 ranks 77 for risk / return — better than 77% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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.

GLD 40 VOO 35 BTC 10 XLE 15 Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 1.74
• 5-Year: 1.33
• 10-Year: 1.54
• All Time: 1.43

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 GLD 40 VOO 35 BTC 10 XLE 15 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

GLD 40 VOO 35 BTC 10 XLE 15 provided a 0.79% 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 GLD 40 VOO 35 BTC 10 XLE 15. 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 GLD 40 VOO 35 BTC 10 XLE 15 was 30.98%, occurring on Aug 25, 2015. Recovery took 548 trading sessions.

The current GLD 40 VOO 35 BTC 10 XLE 15 drawdown is 5.77%.

The chart below shows the rolling one-month volatility.