Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VERA (Vera Therapeutics, Inc.) | -34.08% | 4.31% | 54.79% | 17.81% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/17/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VERA (Vera Therapeutics, Inc.) | 05/17/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.92 | 4.31 | 54.79 | 17.81 | NA | NA | NA | … | … | -34.08 | 21.00 | 169.25 | -20.52 | -27.58 | 118.12 |
| Sharpe Ratio | NA | 0.92 | 0.82 | 0.14 | NA | NA | NA | … | … | -1.22 | 0.27 | 2.18 | -0.19 | -0.42 | 1.96 |
| Standard Deviation(%) | NA | 81.87 | 77.94 | 94.55 | NA | NA | NA | … | … | 49.45 | 89.40 | 75.59 | 129.46 | 69.65 | 124.36 |
| Draw Down(%) | NA | 40.27 | 62.09 | 84.89 | NA | NA | NA | … | … | 34.34 | 56.36 | 31.38 | 72.04 | 54.31 | 50.95 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/17/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VERA (Vera Therapeutics, Inc.) |
-0.14%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VERA (Vera Therapeutics, Inc.) |
76.41%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart