test
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification
test
Currency in USD · Last updated May 21, 2025
Asset Allocation
Every 3 months
Performance
Performance Chart
Loading data...
The earliest data available for this chart is Sep 18, 2020, corresponding to the inception date of LCID
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.00% | 12.45% | 0.40% | 11.91% | 15.04% | 10.82% |
| test | 2.67% | 15.13% | 1.13% | 10.85% | N/A | N/A |
| Portfolio components: | ||||||
AAPL Apple Inc | -17.20% | 7.23% | -9.45% | 8.05% | 21.85% | 21.43% |
AMD Advanced Micro Devices, Inc. | -6.03% | 32.67% | -17.51% | -31.06% | 15.74% | 47.81% |
AZN AstraZeneca PLC | 8.21% | 4.51% | 12.18% | -9.91% | 7.24% | 10.63% |
DIA SPDR Dow Jones Industrial Average ETF | 0.85% | 11.97% | -0.90% | 8.72% | 13.79% | 11.14% |
EEM iShares MSCI Emerging Markets ETF | 10.74% | 10.50% | 8.61% | 9.36% | 6.78% | 3.06% |
EFA iShares MSCI EAFE ETF | 17.03% | 9.71% | 16.13% | 11.88% | 12.34% | 5.69% |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 3.34% | 3.42% | 2.40% | 6.73% | 1.50% | 2.58% |
GM General Motors Company | -5.50% | 13.11% | -8.05% | 12.89% | 14.89% | 6.01% |
GOVT iShares U.S. Treasury Bond ETF | -0.40% | -0.12% | 1.64% | 4.08% | -2.15% | 0.81% |
IGOV iShares International Treasury Bond ETF | 7.34% | -2.23% | 5.46% | 5.79% | -3.54% | -0.72% |
IJH iShares Core S&P Mid-Cap ETF | -1.17% | 14.57% | -4.45% | 3.27% | 14.27% | 8.79% |
IVV iShares Core S&P 500 ETF | 1.48% | 15.34% | 1.02% | 13.03% | 16.76% | 12.77% |
IWM iShares Russell 2000 ETF | -5.16% | 14.41% | -8.99% | 1.51% | 10.65% | 6.73% |
LCID Lucid Group, Inc. | -1.99% | 27.59% | 45.81% | 4.23% | N/A | N/A |
MSFT Microsoft Corporation | 9.12% | 27.82% | 10.92% | 7.61% | 21.12% | 27.40% |
MUB iShares National AMT-Free Muni Bond ETF | -1.19% | 1.45% | -1.65% | 0.89% | 0.56% | 2.00% |
QQQ Invesco QQQ | 1.92% | 20.12% | 3.72% | 14.84% | 18.59% | 17.68% |
SPY SPDR S&P 500 ETF | 1.46% | 15.37% | 1.04% | 12.99% | 16.68% | 12.71% |
TIP iShares TIPS Bond ETF | 3.20% | 0.73% | 2.31% | 4.89% | 1.31% | 2.30% |
TSLA Tesla, Inc. | -14.86% | 51.13% | 0.52% | 84.26% | 44.19% | 35.47% |
TSM Taiwan Semiconductor Manufacturing Company Limited | -1.67% | 30.83% | 3.42% | 27.63% | 33.09% | 26.37% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 1.82% | 0.53% | 1.72% | 4.60% | -1.00% | 1.44% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.90% | 15.75% | 1.45% | 13.52% | 16.67% | 12.81% |
VGT Vanguard Information Technology ETF | -1.30% | 24.64% | 0.26% | 14.15% | 20.03% | 19.87% |
VHCAX Vanguard Capital Opportunity Fund Admiral Shares | 0.89% | 15.03% | 0.31% | 4.28% | 8.51% | 5.47% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | -1.26% | 24.67% | 0.33% | 14.21% | 20.05% | 19.87% |
VMFXX Vanguard Federal Money Market Fund | 0.69% | 0.00% | 1.46% | 4.14% | 2.52% | 1.72% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 2.18% | 14.00% | 0.96% | 3.76% | 15.35% | 9.51% |
VTABX Vanguard Total International Bond Index Fund Admiral Shares | 0.98% | 0.06% | 1.61% | 5.18% | -0.18% | 1.90% |
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 13.36% | 8.81% | 12.07% | 11.04% | 10.87% | 5.31% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 3.34% | 0.30% | 3.45% | 6.59% | 3.89% | 2.81% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.46% | 15.92% | 0.65% | 12.87% | 16.07% | 12.15% |
VVIAX Vanguard Value Index Fund Admiral Shares | 2.99% | 9.19% | -0.69% | 8.81% | 14.96% | 10.01% |
VWILX Vanguard International Growth Fund Admiral Shares | 13.08% | 16.35% | 2.16% | 3.74% | 3.34% | 5.31% |
VWNAX Vanguard Windsor II Fund Admiral Shares | 2.79% | 12.45% | -7.43% | -2.18% | 9.56% | 3.58% |
*Annualized
Monthly Returns
The table below presents the monthly returns of test, 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 | 3.25% | -1.20% | -5.37% | -0.50% | 6.89% | 2.67% | |||||||
| 2024 | 0.81% | 5.02% | 3.12% | -4.00% | 4.76% | 2.89% | 1.42% | 2.19% | 1.91% | -1.27% | 5.40% | -3.57% | 19.73% |
| 2023 | 7.19% | -2.68% | 3.29% | 0.99% | 0.37% | 6.33% | 3.50% | -2.10% | -4.61% | -2.71% | 9.28% | 4.76% | 25.02% |
| 2022 | -5.52% | -2.90% | 2.72% | -8.68% | 0.23% | -8.20% | 8.73% | -4.07% | -9.25% | 7.53% | 6.44% | -6.32% | -19.64% |
| 2021 | 0.05% | 2.91% | 3.16% | 4.70% | 0.67% | 2.41% | 1.42% | 2.71% | -4.47% | 6.30% | -1.50% | 2.41% | 22.34% |
| 2020 | 0.95% | -2.15% | 12.01% | 3.83% | 14.89% |
Expense Ratio
test has an expense ratio of 0.11%, 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.
QQQ
Invesco QQQRisk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of test is 30, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Overall Rank
Sharpe Ratio Rank
Sortino Ratio Rank
Omega Ratio Rank
Calmar Ratio Rank
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.
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.
Portfolio components
Loading data...
Dividends
Dividend yield
test provided a 1.66% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.66% | 1.68% | 1.84% | 2.16% | 1.79% | 1.87% | 2.14% | 2.44% | 1.93% | 2.14% | 2.23% | 2.18% |
| Portfolio components: | ||||||||||||
AAPL Apple Inc | 0.49% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
AMD Advanced Micro Devices, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AZN AstraZeneca PLC | 2.19% | 2.27% | 2.15% | 2.14% | 2.40% | 2.80% | 2.81% | 3.61% | 3.95% | 5.01% | 4.06% | 3.98% |
DIA SPDR Dow Jones Industrial Average ETF | 1.50% | 1.61% | 1.81% | 1.91% | 1.58% | 1.87% | 2.09% | 2.24% | 1.97% | 2.26% | 2.33% | 2.02% |
EEM iShares MSCI Emerging Markets ETF | 2.20% | 2.43% | 2.63% | 2.50% | 1.99% | 1.45% | 2.76% | 2.24% | 1.89% | 1.89% | 2.49% | 2.23% |
EFA iShares MSCI EAFE ETF | 2.77% | 3.24% | 2.98% | 2.69% | 3.33% | 2.13% | 3.10% | 3.39% | 2.57% | 3.07% | 2.76% | 3.72% |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 5.54% | 5.46% | 4.74% | 5.04% | 3.89% | 3.88% | 4.51% | 5.64% | 4.54% | 4.83% | 4.84% | 4.56% |
GM General Motors Company | 0.96% | 0.90% | 1.00% | 0.54% | 0.00% | 0.91% | 4.15% | 4.54% | 3.71% | 4.36% | 4.06% | 3.44% |
GOVT iShares U.S. Treasury Bond ETF | 3.37% | 3.14% | 2.65% | 1.77% | 0.96% | 1.28% | 1.98% | 1.97% | 1.57% | 1.40% | 1.25% | 1.17% |
IGOV iShares International Treasury Bond ETF | 0.55% | 0.59% | 0.00% | 0.11% | 0.39% | 0.00% | 0.24% | 0.31% | 0.19% | 0.69% | 0.22% | 1.28% |
IJH iShares Core S&P Mid-Cap ETF | 1.35% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% |
IVV iShares Core S&P 500 ETF | 1.30% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
IWM iShares Russell 2000 ETF | 1.18% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
LCID Lucid Group, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.71% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
MUB iShares National AMT-Free Muni Bond ETF | 3.14% | 3.01% | 2.65% | 2.11% | 1.81% | 2.11% | 2.42% | 2.46% | 2.26% | 2.21% | 2.51% | 2.73% |
QQQ Invesco QQQ | 0.57% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
TIP iShares TIPS Bond ETF | 2.92% | 2.52% | 2.73% | 6.96% | 4.28% | 1.17% | 1.75% | 2.71% | 2.07% | 1.48% | 0.34% | 1.67% |
TSLA Tesla, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TSM Taiwan Semiconductor Manufacturing Company Limited | 1.27% | 1.18% | 1.78% | 2.48% | 1.56% | 1.58% | 3.49% | 3.55% | 2.32% | 2.61% | 2.54% | 1.79% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.79% | 3.69% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.27% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
VGT Vanguard Information Technology ETF | 0.52% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
VHCAX Vanguard Capital Opportunity Fund Admiral Shares | 0.76% | 0.77% | 0.76% | 0.88% | 0.45% | 0.52% | 0.81% | 0.94% | 0.67% | 0.77% | 0.67% | 0.67% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.52% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% |
VMFXX Vanguard Federal Money Market Fund | 4.76% | 5.11% | 4.97% | 1.54% | 0.01% | 0.45% | 2.12% | 1.61% | 0.50% | 0.00% | 0.00% | 0.00% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 6.56% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 5.61% | 5.13% | 5.99% | 6.87% |
VTABX Vanguard Total International Bond Index Fund Admiral Shares | 4.26% | 4.15% | 4.39% | 1.48% | 3.04% | 0.93% | 3.38% | 2.99% | 2.24% | 1.90% | 1.64% | 1.54% |
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 2.89% | 3.33% | 3.21% | 3.05% | 3.05% | 2.10% | 3.04% | 3.17% | 2.74% | 2.93% | 2.84% | 3.40% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.76% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.27% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% |
VVIAX Vanguard Value Index Fund Admiral Shares | 2.25% | 2.30% | 2.45% | 2.51% | 2.14% | 2.54% | 2.49% | 2.72% | 2.29% | 2.45% | 2.60% | 2.22% |
VWILX Vanguard International Growth Fund Admiral Shares | 0.84% | 0.95% | 1.10% | 1.50% | 1.08% | 0.31% | 1.30% | 1.79% | 0.84% | 1.42% | 1.53% | 2.46% |
VWNAX Vanguard Windsor II Fund Admiral Shares | 1.72% | 1.76% | 1.72% | 1.70% | 1.26% | 1.38% | 2.20% | 2.70% | 2.09% | 2.57% | 2.49% | 2.42% |
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.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the test. 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 test was 26.23%, occurring on Oct 12, 2022. Recovery took 325 trading sessions.
The current test drawdown is 2.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.23% | Nov 9, 2021 | 233 | Oct 12, 2022 | 325 | Jan 22, 2024 | 558 |
| -18.65% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -8.75% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.1% | Oct 13, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -5.51% | Apr 1, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 35 assets, with an effective number of assets of 4.10, 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
The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
| ^GSPC | VMFXX | GOVT | VTABX | AZN | VBTLX | VTIP | MUB | TIP | LCID | IGOV | GM | TSLA | TSM | AMD | EMB | AAPL | MSFT | EEM | VVIAX | DIA | IWM | EFA | IJH | VTIAX | VWILX | VITAX | VGT | QQQ | VWNAX | VHCAX | VPMAX | VFIAX | IVV | SPY | VTSAX | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | -0.02 | 0.03 | 0.10 | 0.28 | 0.11 | 0.18 | 0.17 | 0.18 | 0.40 | 0.26 | 0.55 | 0.56 | 0.62 | 0.64 | 0.51 | 0.72 | 0.77 | 0.64 | 0.82 | 0.88 | 0.81 | 0.77 | 0.85 | 0.77 | 0.78 | 0.91 | 0.91 | 0.92 | 0.94 | 0.92 | 0.94 | 1.00 | 1.00 | 1.00 | 0.99 | 0.99 |
| VMFXX | -0.02 | 1.00 | 0.04 | 0.04 | -0.03 | 0.13 | 0.02 | 0.04 | 0.00 | -0.00 | -0.01 | 0.00 | 0.02 | -0.05 | 0.00 | -0.03 | -0.02 | -0.05 | -0.05 | -0.01 | -0.03 | -0.02 | -0.04 | -0.02 | -0.04 | -0.03 | -0.01 | -0.01 | -0.02 | -0.03 | -0.03 | -0.03 | -0.02 | -0.03 | -0.02 | -0.02 | -0.02 |
| GOVT | 0.03 | 0.04 | 1.00 | 0.78 | 0.09 | 0.95 | 0.54 | 0.74 | 0.77 | 0.05 | 0.63 | -0.06 | 0.03 | -0.04 | 0.03 | 0.62 | 0.08 | 0.05 | 0.05 | -0.01 | 0.02 | 0.04 | 0.10 | 0.02 | 0.08 | 0.09 | 0.05 | 0.05 | 0.06 | -0.00 | 0.03 | 0.02 | 0.03 | 0.04 | 0.04 | 0.04 | 0.04 |
| VTABX | 0.10 | 0.04 | 0.78 | 1.00 | 0.09 | 0.79 | 0.45 | 0.66 | 0.63 | 0.05 | 0.62 | -0.02 | 0.07 | 0.02 | 0.05 | 0.56 | 0.12 | 0.10 | 0.06 | 0.05 | 0.07 | 0.09 | 0.12 | 0.07 | 0.11 | 0.13 | 0.10 | 0.11 | 0.12 | 0.05 | 0.08 | 0.07 | 0.09 | 0.10 | 0.10 | 0.10 | 0.10 |
| AZN | 0.28 | -0.03 | 0.09 | 0.09 | 1.00 | 0.11 | 0.10 | 0.14 | 0.12 | 0.11 | 0.19 | 0.17 | 0.08 | 0.15 | 0.11 | 0.24 | 0.20 | 0.18 | 0.26 | 0.35 | 0.32 | 0.23 | 0.41 | 0.24 | 0.37 | 0.30 | 0.19 | 0.19 | 0.20 | 0.30 | 0.31 | 0.34 | 0.28 | 0.28 | 0.28 | 0.27 | 0.29 |
| VBTLX | 0.11 | 0.13 | 0.95 | 0.79 | 0.11 | 1.00 | 0.56 | 0.76 | 0.77 | 0.09 | 0.64 | -0.01 | 0.08 | 0.01 | 0.08 | 0.67 | 0.13 | 0.10 | 0.09 | 0.06 | 0.08 | 0.10 | 0.15 | 0.08 | 0.14 | 0.15 | 0.11 | 0.11 | 0.13 | 0.07 | 0.10 | 0.09 | 0.11 | 0.11 | 0.11 | 0.11 | 0.12 |
| VTIP | 0.18 | 0.02 | 0.54 | 0.45 | 0.10 | 0.56 | 1.00 | 0.47 | 0.84 | 0.09 | 0.49 | 0.09 | 0.07 | 0.04 | 0.10 | 0.48 | 0.13 | 0.11 | 0.15 | 0.18 | 0.19 | 0.17 | 0.23 | 0.17 | 0.23 | 0.17 | 0.14 | 0.14 | 0.15 | 0.19 | 0.16 | 0.16 | 0.18 | 0.18 | 0.18 | 0.18 | 0.19 |
| MUB | 0.17 | 0.04 | 0.74 | 0.66 | 0.14 | 0.76 | 0.47 | 1.00 | 0.64 | 0.13 | 0.58 | 0.06 | 0.10 | 0.08 | 0.12 | 0.60 | 0.17 | 0.14 | 0.17 | 0.12 | 0.14 | 0.16 | 0.22 | 0.15 | 0.21 | 0.21 | 0.16 | 0.16 | 0.18 | 0.14 | 0.16 | 0.16 | 0.17 | 0.17 | 0.17 | 0.17 | 0.18 |
| TIP | 0.18 | 0.00 | 0.77 | 0.63 | 0.12 | 0.77 | 0.84 | 0.64 | 1.00 | 0.10 | 0.58 | 0.06 | 0.09 | 0.05 | 0.12 | 0.61 | 0.16 | 0.13 | 0.14 | 0.15 | 0.16 | 0.16 | 0.22 | 0.16 | 0.21 | 0.19 | 0.15 | 0.16 | 0.17 | 0.16 | 0.15 | 0.15 | 0.18 | 0.18 | 0.18 | 0.18 | 0.18 |
| LCID | 0.40 | -0.00 | 0.05 | 0.05 | 0.11 | 0.09 | 0.09 | 0.13 | 0.10 | 1.00 | 0.15 | 0.38 | 0.46 | 0.29 | 0.33 | 0.26 | 0.32 | 0.26 | 0.38 | 0.32 | 0.33 | 0.49 | 0.35 | 0.44 | 0.37 | 0.46 | 0.40 | 0.40 | 0.42 | 0.39 | 0.46 | 0.43 | 0.40 | 0.40 | 0.40 | 0.44 | 0.44 |
| IGOV | 0.26 | -0.01 | 0.63 | 0.62 | 0.19 | 0.64 | 0.49 | 0.58 | 0.58 | 0.15 | 1.00 | 0.15 | 0.18 | 0.20 | 0.19 | 0.62 | 0.22 | 0.21 | 0.38 | 0.23 | 0.24 | 0.28 | 0.48 | 0.27 | 0.47 | 0.40 | 0.25 | 0.25 | 0.26 | 0.27 | 0.28 | 0.27 | 0.26 | 0.27 | 0.27 | 0.27 | 0.30 |
| GM | 0.55 | 0.00 | -0.06 | -0.02 | 0.17 | -0.01 | 0.09 | 0.06 | 0.06 | 0.38 | 0.15 | 1.00 | 0.37 | 0.35 | 0.32 | 0.31 | 0.32 | 0.29 | 0.44 | 0.63 | 0.59 | 0.65 | 0.54 | 0.67 | 0.53 | 0.48 | 0.43 | 0.43 | 0.43 | 0.64 | 0.58 | 0.58 | 0.55 | 0.55 | 0.55 | 0.58 | 0.58 |
| TSLA | 0.56 | 0.02 | 0.03 | 0.07 | 0.08 | 0.08 | 0.07 | 0.10 | 0.09 | 0.46 | 0.18 | 0.37 | 1.00 | 0.44 | 0.47 | 0.31 | 0.49 | 0.45 | 0.44 | 0.34 | 0.40 | 0.51 | 0.42 | 0.47 | 0.44 | 0.57 | 0.57 | 0.57 | 0.63 | 0.47 | 0.58 | 0.56 | 0.56 | 0.56 | 0.56 | 0.57 | 0.58 |
| TSM | 0.62 | -0.05 | -0.04 | 0.02 | 0.15 | 0.01 | 0.04 | 0.08 | 0.05 | 0.29 | 0.20 | 0.35 | 0.44 | 1.00 | 0.63 | 0.31 | 0.46 | 0.53 | 0.61 | 0.41 | 0.45 | 0.52 | 0.55 | 0.52 | 0.61 | 0.65 | 0.70 | 0.70 | 0.68 | 0.57 | 0.65 | 0.65 | 0.62 | 0.62 | 0.62 | 0.62 | 0.64 |
| AMD | 0.64 | 0.00 | 0.03 | 0.05 | 0.11 | 0.08 | 0.10 | 0.12 | 0.12 | 0.33 | 0.19 | 0.32 | 0.47 | 0.63 | 1.00 | 0.34 | 0.50 | 0.58 | 0.51 | 0.38 | 0.45 | 0.52 | 0.50 | 0.52 | 0.53 | 0.62 | 0.74 | 0.74 | 0.73 | 0.55 | 0.65 | 0.64 | 0.64 | 0.63 | 0.63 | 0.64 | 0.65 |
| EMB | 0.51 | -0.03 | 0.62 | 0.56 | 0.24 | 0.67 | 0.48 | 0.60 | 0.61 | 0.26 | 0.62 | 0.31 | 0.31 | 0.31 | 0.34 | 1.00 | 0.40 | 0.39 | 0.47 | 0.43 | 0.46 | 0.47 | 0.56 | 0.48 | 0.55 | 0.53 | 0.46 | 0.47 | 0.48 | 0.49 | 0.50 | 0.49 | 0.51 | 0.51 | 0.51 | 0.52 | 0.53 |
| AAPL | 0.72 | -0.02 | 0.08 | 0.12 | 0.20 | 0.13 | 0.13 | 0.17 | 0.16 | 0.32 | 0.22 | 0.32 | 0.49 | 0.46 | 0.50 | 0.40 | 1.00 | 0.67 | 0.45 | 0.46 | 0.56 | 0.50 | 0.51 | 0.50 | 0.51 | 0.57 | 0.77 | 0.77 | 0.76 | 0.61 | 0.62 | 0.64 | 0.71 | 0.72 | 0.72 | 0.69 | 0.70 |
| MSFT | 0.77 | -0.05 | 0.05 | 0.10 | 0.18 | 0.10 | 0.11 | 0.14 | 0.13 | 0.26 | 0.21 | 0.29 | 0.45 | 0.53 | 0.58 | 0.39 | 0.67 | 1.00 | 0.46 | 0.44 | 0.59 | 0.48 | 0.51 | 0.50 | 0.52 | 0.60 | 0.84 | 0.84 | 0.84 | 0.64 | 0.67 | 0.70 | 0.77 | 0.76 | 0.76 | 0.74 | 0.74 |
| EEM | 0.64 | -0.05 | 0.05 | 0.06 | 0.26 | 0.09 | 0.15 | 0.17 | 0.14 | 0.38 | 0.38 | 0.44 | 0.44 | 0.61 | 0.51 | 0.47 | 0.45 | 0.46 | 1.00 | 0.54 | 0.55 | 0.62 | 0.76 | 0.61 | 0.88 | 0.84 | 0.62 | 0.62 | 0.63 | 0.65 | 0.72 | 0.70 | 0.64 | 0.64 | 0.64 | 0.66 | 0.70 |
| VVIAX | 0.82 | -0.01 | -0.01 | 0.05 | 0.35 | 0.06 | 0.18 | 0.12 | 0.15 | 0.32 | 0.23 | 0.63 | 0.34 | 0.41 | 0.38 | 0.43 | 0.46 | 0.44 | 0.54 | 1.00 | 0.93 | 0.80 | 0.73 | 0.87 | 0.71 | 0.58 | 0.58 | 0.58 | 0.59 | 0.92 | 0.76 | 0.79 | 0.82 | 0.82 | 0.82 | 0.83 | 0.82 |
| DIA | 0.88 | -0.03 | 0.02 | 0.07 | 0.32 | 0.08 | 0.19 | 0.14 | 0.16 | 0.33 | 0.24 | 0.59 | 0.40 | 0.45 | 0.45 | 0.46 | 0.56 | 0.59 | 0.55 | 0.93 | 1.00 | 0.79 | 0.74 | 0.85 | 0.72 | 0.64 | 0.70 | 0.70 | 0.70 | 0.93 | 0.80 | 0.83 | 0.88 | 0.89 | 0.89 | 0.88 | 0.88 |
| IWM | 0.81 | -0.02 | 0.04 | 0.09 | 0.23 | 0.10 | 0.17 | 0.16 | 0.16 | 0.49 | 0.28 | 0.65 | 0.51 | 0.52 | 0.52 | 0.47 | 0.50 | 0.48 | 0.62 | 0.80 | 0.79 | 1.00 | 0.73 | 0.96 | 0.74 | 0.73 | 0.70 | 0.70 | 0.70 | 0.86 | 0.86 | 0.83 | 0.81 | 0.81 | 0.81 | 0.86 | 0.86 |
| EFA | 0.77 | -0.04 | 0.10 | 0.12 | 0.41 | 0.15 | 0.23 | 0.22 | 0.22 | 0.35 | 0.48 | 0.54 | 0.42 | 0.55 | 0.50 | 0.56 | 0.51 | 0.51 | 0.76 | 0.73 | 0.74 | 0.73 | 1.00 | 0.76 | 0.96 | 0.83 | 0.66 | 0.66 | 0.67 | 0.81 | 0.79 | 0.80 | 0.77 | 0.77 | 0.77 | 0.78 | 0.81 |
| IJH | 0.85 | -0.02 | 0.02 | 0.07 | 0.24 | 0.08 | 0.17 | 0.15 | 0.16 | 0.44 | 0.27 | 0.67 | 0.47 | 0.52 | 0.52 | 0.48 | 0.50 | 0.50 | 0.61 | 0.87 | 0.85 | 0.96 | 0.76 | 1.00 | 0.75 | 0.71 | 0.70 | 0.70 | 0.70 | 0.91 | 0.86 | 0.84 | 0.85 | 0.85 | 0.85 | 0.89 | 0.88 |
| VTIAX | 0.77 | -0.04 | 0.08 | 0.11 | 0.37 | 0.14 | 0.23 | 0.21 | 0.21 | 0.37 | 0.47 | 0.53 | 0.44 | 0.61 | 0.53 | 0.55 | 0.51 | 0.52 | 0.88 | 0.71 | 0.72 | 0.74 | 0.96 | 0.75 | 1.00 | 0.88 | 0.68 | 0.68 | 0.69 | 0.80 | 0.81 | 0.81 | 0.77 | 0.77 | 0.77 | 0.79 | 0.82 |
| VWILX | 0.78 | -0.03 | 0.09 | 0.13 | 0.30 | 0.15 | 0.17 | 0.21 | 0.19 | 0.46 | 0.40 | 0.48 | 0.57 | 0.65 | 0.62 | 0.53 | 0.57 | 0.60 | 0.84 | 0.58 | 0.64 | 0.73 | 0.83 | 0.71 | 0.88 | 1.00 | 0.78 | 0.78 | 0.79 | 0.74 | 0.85 | 0.82 | 0.78 | 0.78 | 0.78 | 0.80 | 0.84 |
| VITAX | 0.91 | -0.01 | 0.05 | 0.10 | 0.19 | 0.11 | 0.14 | 0.16 | 0.15 | 0.40 | 0.25 | 0.43 | 0.57 | 0.70 | 0.74 | 0.46 | 0.77 | 0.84 | 0.62 | 0.58 | 0.70 | 0.70 | 0.66 | 0.70 | 0.68 | 0.78 | 1.00 | 1.00 | 0.97 | 0.78 | 0.86 | 0.87 | 0.91 | 0.91 | 0.91 | 0.90 | 0.91 |
| VGT | 0.91 | -0.01 | 0.05 | 0.11 | 0.19 | 0.11 | 0.14 | 0.16 | 0.16 | 0.40 | 0.25 | 0.43 | 0.57 | 0.70 | 0.74 | 0.47 | 0.77 | 0.84 | 0.62 | 0.58 | 0.70 | 0.70 | 0.66 | 0.70 | 0.68 | 0.78 | 1.00 | 1.00 | 0.97 | 0.78 | 0.86 | 0.87 | 0.91 | 0.91 | 0.91 | 0.90 | 0.91 |
| QQQ | 0.92 | -0.02 | 0.06 | 0.12 | 0.20 | 0.13 | 0.15 | 0.18 | 0.17 | 0.42 | 0.26 | 0.43 | 0.63 | 0.68 | 0.73 | 0.48 | 0.76 | 0.84 | 0.63 | 0.59 | 0.70 | 0.70 | 0.67 | 0.70 | 0.69 | 0.79 | 0.97 | 0.97 | 1.00 | 0.79 | 0.87 | 0.88 | 0.92 | 0.92 | 0.92 | 0.91 | 0.92 |
| VWNAX | 0.94 | -0.03 | -0.00 | 0.05 | 0.30 | 0.07 | 0.19 | 0.14 | 0.16 | 0.39 | 0.27 | 0.64 | 0.47 | 0.57 | 0.55 | 0.49 | 0.61 | 0.64 | 0.65 | 0.92 | 0.93 | 0.86 | 0.81 | 0.91 | 0.80 | 0.74 | 0.78 | 0.78 | 0.79 | 1.00 | 0.90 | 0.91 | 0.94 | 0.94 | 0.94 | 0.95 | 0.95 |
| VHCAX | 0.92 | -0.03 | 0.03 | 0.08 | 0.31 | 0.10 | 0.16 | 0.16 | 0.15 | 0.46 | 0.28 | 0.58 | 0.58 | 0.65 | 0.65 | 0.50 | 0.62 | 0.67 | 0.72 | 0.76 | 0.80 | 0.86 | 0.79 | 0.86 | 0.81 | 0.85 | 0.86 | 0.86 | 0.87 | 0.90 | 1.00 | 0.98 | 0.92 | 0.92 | 0.92 | 0.94 | 0.95 |
| VPMAX | 0.94 | -0.03 | 0.02 | 0.07 | 0.34 | 0.09 | 0.16 | 0.16 | 0.15 | 0.43 | 0.27 | 0.58 | 0.56 | 0.65 | 0.64 | 0.49 | 0.64 | 0.70 | 0.70 | 0.79 | 0.83 | 0.83 | 0.80 | 0.84 | 0.81 | 0.82 | 0.87 | 0.87 | 0.88 | 0.91 | 0.98 | 1.00 | 0.94 | 0.94 | 0.94 | 0.95 | 0.96 |
| VFIAX | 1.00 | -0.02 | 0.03 | 0.09 | 0.28 | 0.11 | 0.18 | 0.17 | 0.18 | 0.40 | 0.26 | 0.55 | 0.56 | 0.62 | 0.64 | 0.51 | 0.71 | 0.77 | 0.64 | 0.82 | 0.88 | 0.81 | 0.77 | 0.85 | 0.77 | 0.78 | 0.91 | 0.91 | 0.92 | 0.94 | 0.92 | 0.94 | 1.00 | 1.00 | 1.00 | 0.99 | 0.99 |
| IVV | 1.00 | -0.03 | 0.04 | 0.10 | 0.28 | 0.11 | 0.18 | 0.17 | 0.18 | 0.40 | 0.27 | 0.55 | 0.56 | 0.62 | 0.63 | 0.51 | 0.72 | 0.76 | 0.64 | 0.82 | 0.89 | 0.81 | 0.77 | 0.85 | 0.77 | 0.78 | 0.91 | 0.91 | 0.92 | 0.94 | 0.92 | 0.94 | 1.00 | 1.00 | 1.00 | 0.99 | 0.99 |
| SPY | 1.00 | -0.02 | 0.04 | 0.10 | 0.28 | 0.11 | 0.18 | 0.17 | 0.18 | 0.40 | 0.27 | 0.55 | 0.56 | 0.62 | 0.63 | 0.51 | 0.72 | 0.76 | 0.64 | 0.82 | 0.89 | 0.81 | 0.77 | 0.85 | 0.77 | 0.78 | 0.91 | 0.91 | 0.92 | 0.94 | 0.92 | 0.94 | 1.00 | 1.00 | 1.00 | 0.99 | 0.99 |
| VTSAX | 0.99 | -0.02 | 0.04 | 0.10 | 0.27 | 0.11 | 0.18 | 0.17 | 0.18 | 0.44 | 0.27 | 0.58 | 0.57 | 0.62 | 0.64 | 0.52 | 0.69 | 0.74 | 0.66 | 0.83 | 0.88 | 0.86 | 0.78 | 0.89 | 0.79 | 0.80 | 0.90 | 0.90 | 0.91 | 0.95 | 0.94 | 0.95 | 0.99 | 0.99 | 0.99 | 1.00 | 1.00 |
| Portfolio | 0.99 | -0.02 | 0.04 | 0.10 | 0.29 | 0.12 | 0.19 | 0.18 | 0.18 | 0.44 | 0.30 | 0.58 | 0.58 | 0.64 | 0.65 | 0.53 | 0.70 | 0.74 | 0.70 | 0.82 | 0.88 | 0.86 | 0.81 | 0.88 | 0.82 | 0.84 | 0.91 | 0.91 | 0.92 | 0.95 | 0.95 | 0.96 | 0.99 | 0.99 | 0.99 | 1.00 | 1.00 |
The correlation results are calculated based on daily price changes starting from Sep 21, 2020