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
The chart shows the growth of an initial investment of $10,000 in VOO VGT BTC, 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.
The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of Apr 23, 2025, the VOO VGT BTC returned -11.78% Year-To-Date and 33.16% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -8.60% | -6.79% | -7.27% | 6.02% | 13.70% | 9.79% |
| VOO VGT BTC | 0.01% | 6.79% | 40.66% | 40.71% | 65.39% | 83.16% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | -8.36% | -6.73% | -6.76% | 7.28% | 15.35% | 11.71% |
VGT Vanguard Information Technology ETF | -16.45% | -9.71% | -12.88% | 5.50% | 18.16% | 18.02% |
BTC-USD Bitcoin | 0.01% | 6.79% | 40.66% | 40.71% | 65.39% | 83.20% |
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 | 9.61% | -17.61% | -2.16% | 13.20% | 0.01% | ||||||||
| 2024 | 0.75% | 43.72% | 16.56% | -15.00% | 11.30% | -7.13% | 3.10% | -8.74% | 7.39% | 10.87% | 37.36% | -3.13% | 121.05% |
| 2023 | 39.83% | 0.03% | 23.03% | 2.78% | -7.00% | 11.97% | -4.09% | -11.28% | 4.00% | 28.55% | 8.78% | 12.07% | 155.41% |
| 2022 | -16.89% | 12.24% | 5.43% | -17.18% | -15.70% | -37.77% | 17.95% | -14.08% | -3.08% | 5.48% | -16.23% | -3.62% | -64.26% |
| 2021 | 14.18% | 36.31% | 30.53% | -1.98% | -35.35% | -6.14% | 18.79% | 13.31% | -7.16% | 40.03% | -7.03% | -18.77% | 59.67% |
| 2020 | 29.98% | -8.03% | -25.13% | 34.48% | 9.27% | -3.41% | 23.91% | 3.16% | -7.67% | 27.78% | 42.41% | 47.77% | 303.12% |
| 2019 | -7.61% | 11.48% | 6.50% | 30.33% | 60.24% | 26.15% | -6.76% | -4.51% | -13.88% | 10.92% | -17.72% | -4.97% | 92.19% |
| 2018 | -27.80% | 1.73% | -32.93% | 32.51% | -18.90% | -14.55% | 21.49% | -9.55% | -5.85% | -4.65% | -36.41% | -6.84% | -73.56% |
| 2017 | 0.69% | 21.59% | -9.16% | 25.75% | 69.60% | 8.50% | 15.90% | 63.56% | -7.75% | 49.08% | 58.20% | 38.33% | 1,368.07% |
| 2016 | -14.34% | 18.67% | -4.78% | 7.57% | 18.51% | 26.69% | -7.22% | -7.87% | 5.95% | 14.95% | 6.38% | 29.22% | 123.70% |
| 2015 | -32.04% | 16.90% | -3.94% | -3.30% | -2.51% | 14.25% | 8.19% | -19.15% | 2.60% | 33.04% | 20.07% | 14.09% | 34.42% |
| 2014 | 10.06% | -33.80% | -16.78% | -2.05% | 39.29% | 2.58% | -8.37% | -18.48% | -18.99% | -12.55% | 11.73% | -15.28% | -57.49% |
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 27, 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 | -0.04 | 0.09 | 1.01 | 0.51 | -0.16 |
VGT Vanguard Information Technology ETF | -0.29 | -0.20 | 0.97 | 0.32 | -1.09 |
BTC-USD Bitcoin | 1.88 | 2.51 | 1.26 | 1.66 | 8.47 |
Dividends
Dividend yield
VOO VGT BTC provided a 0.89% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.89% | 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 | 1.42% | 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 | 0.61% | 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.
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 92.19%, occurring on Nov 19, 2011. Recovery took 460 trading sessions.
The current VOO VGT BTC drawdown is 16.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -92.19% | Jun 10, 2011 | 163 | Nov 19, 2011 | 460 | Feb 21, 2013 | 623 |
| -84.49% | Dec 5, 2013 | 406 | Jan 14, 2015 | 721 | Jan 4, 2017 | 1127 |
| -83.4% | Dec 17, 2017 | 364 | Dec 15, 2018 | 716 | Nov 30, 2020 | 1080 |
| -76.63% | Nov 9, 2021 | 378 | Nov 21, 2022 | 469 | Mar 4, 2024 | 847 |
| -70.17% | Apr 11, 2013 | 7 | Apr 17, 2013 | 202 | Nov 5, 2013 | 209 |
Volatility
Volatility Chart
The current VOO VGT BTC volatility is 16.27%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
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
| BTC-USD | VGT | VOO | |
|---|---|---|---|
| BTC-USD | 1.00 | 0.10 | 0.10 |
| VGT | 0.10 | 1.00 | 0.84 |
| VOO | 0.10 | 0.84 | 1.00 |