VOO VGT BTC
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BTC-USD Bitcoin | 20% | |
VGT Vanguard Information Technology ETF | Technology Equities | 30% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 50% |
Performance
Performance Chart
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The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of May 22, 2025, the VOO VGT BTC returned 2.02% Year-To-Date and 34.86% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -0.63% | 13.31% | -1.23% | 9.83% | 14.61% | 10.64% |
| VOO VGT BTC | 2.02% | 17.89% | 1.95% | 20.46% | 31.29% | 34.86% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | -0.22% | 13.42% | -0.65% | 11.15% | 16.32% | 12.59% |
VGT Vanguard Information Technology ETF | -3.19% | 22.25% | -1.66% | 11.97% | 19.45% | 19.64% |
BTC-USD Bitcoin | 14.30% | 22.02% | 13.20% | 52.26% | 63.35% | 83.93% |
Monthly Returns
The table below presents the monthly returns of VOO VGT BTC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.04% | -5.26% | -6.05% | 2.81% | 8.21% | 2.02% | |||||||
| 2024 | 1.57% | 12.75% | 5.96% | -6.74% | 7.11% | 2.94% | 0.77% | -0.33% | 3.25% | 1.41% | 12.84% | -1.94% | 45.19% |
| 2023 | 14.00% | -1.01% | 10.23% | 1.26% | 1.32% | 7.43% | 1.70% | -3.60% | -3.79% | 4.12% | 10.24% | 6.49% | 58.08% |
| 2022 | -8.32% | -0.67% | 3.99% | -11.36% | -3.26% | -13.39% | 12.19% | -6.67% | -8.81% | 7.38% | 1.16% | -6.09% | -31.50% |
| 2021 | 2.12% | 9.90% | 10.89% | 3.80% | -6.67% | 2.62% | 5.93% | 5.40% | -5.69% | 14.31% | -1.27% | -1.69% | 44.55% |
| 2020 | 7.05% | -7.85% | -14.68% | 17.61% | 6.69% | 2.17% | 9.45% | 7.34% | -4.92% | 2.92% | 19.12% | 17.16% | 73.12% |
| 2019 | 4.94% | 5.92% | 3.42% | 9.99% | 8.70% | 16.50% | 0.58% | -2.31% | -0.79% | 4.42% | -0.38% | 1.82% | 65.34% |
| 2018 | -1.00% | -1.65% | -7.60% | 6.73% | -1.63% | -2.76% | 6.95% | 1.89% | -0.86% | -6.89% | -6.97% | -8.60% | -21.44% |
| 2017 | 2.32% | 7.70% | -1.30% | 6.55% | 18.95% | 3.01% | 5.40% | 14.78% | -1.63% | 13.50% | 17.48% | 12.29% | 153.03% |
| 2016 | -7.12% | 3.10% | 4.95% | 0.30% | 6.39% | 5.59% | 2.59% | -0.68% | 1.84% | 1.93% | 3.39% | 8.14% | 33.93% |
| 2015 | -9.10% | 8.20% | -2.27% | 0.23% | 0.90% | 0.43% | 3.43% | -8.81% | -1.17% | 13.90% | 5.16% | 1.95% | 11.14% |
| 2014 | -0.47% | -3.78% | -2.24% | -0.30% | 9.82% | 2.29% | -2.28% | -0.36% | -3.99% | -0.81% | 5.07% | -3.35% | -1.28% |
Expense Ratio
VOO VGT BTC has an expense ratio of 0.04%, 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.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VOO VGT BTC is 66, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.57 | 0.76 | 1.11 | 0.10 | 1.61 |
VGT Vanguard Information Technology ETF | 0.40 | 0.71 | 1.10 | 0.09 | 1.22 |
BTC-USD Bitcoin | 1.05 | 3.39 | 1.36 | 2.87 | 13.07 |
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Dividends
Dividend yield
VOO VGT BTC provided a 0.81% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.81% | 0.80% | 0.92% | 1.12% | 0.81% | 1.02% | 1.27% | 1.42% | 1.19% | 1.40% | 1.44% | 1.26% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
VGT Vanguard Information Technology ETF | 0.53% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
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% |
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 VOO VGT BTC. 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 VOO VGT BTC was 57.32%, occurring on Nov 23, 2011. Recovery took 468 trading sessions.
The current VOO VGT BTC drawdown is 3.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.32% | Jun 10, 2011 | 167 | Nov 23, 2011 | 468 | Mar 5, 2013 | 635 |
| -38.45% | Nov 9, 2021 | 366 | Nov 9, 2022 | 400 | Dec 14, 2023 | 766 |
| -37.55% | Dec 17, 2017 | 374 | Dec 25, 2018 | 178 | Jun 21, 2019 | 552 |
| -35.82% | Dec 5, 2013 | 14 | Dec 18, 2013 | 911 | Jun 16, 2016 | 925 |
| -34.84% | Feb 15, 2020 | 31 | Mar 16, 2020 | 133 | Jul 27, 2020 | 164 |
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 3 assets, with an effective number of assets of 2.63, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | BTC-USD | VGT | VOO | Portfolio | |
|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.13 | 0.89 | 1.00 | 0.68 |
| BTC-USD | 0.13 | 1.00 | 0.12 | 0.11 | 0.77 |
| VGT | 0.89 | 0.12 | 1.00 | 0.84 | 0.59 |
| VOO | 1.00 | 0.11 | 0.84 | 1.00 | 0.59 |
| Portfolio | 0.68 | 0.77 | 0.59 | 0.59 | 1.00 |