Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIASP (Via Renewables Inc) | 22.71% | 78.89% | 19.49% | 19.70% | NA | NA | NA | 13.72% |
Data as of 07/10/2025, AR inception is 03/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIASP (Via Renewables Inc) | 03/10/2017 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | 78.89 | 19.49 | 19.70 | NA | NA | NA | 13.72 | 22.71 | 26.05 | 8.25 | 0.79 | 11.77 | 7.11 | 51.21 | -21.42 | 16.52 |
| Sharpe Ratio | NA | 1.06 | 0.35 | 0.44 | NA | NA | NA | 0.29 | 2.23 | 0.53 | 0.07 | -0.03 | 1.36 | 0.09 | 3.86 | -1.02 | 1.92 |
| Standard Deviation(%) | NA | 23.89 | 40.41 | 32.61 | NA | NA | NA | 36.98 | 13.29 | 37.06 | 57.19 | 17.45 | 8.62 | 74.22 | 12.92 | 22.43 | 10.44 |
| Draw Down(%) | NA | 23.52 | 57.50 | 57.50 | NA | NA | NA | 58.88 | 8.18 | 27.68 | 57.50 | 7.16 | 3.08 | 58.88 | 4.06 | 26.93 | 5.24 |
| Yield(%) | 0.00 | 16.92 | 12.12 | 13.44 | 8.68 | 5.79 | 4.34 | 10.85 | 6.03 | 16.76 | 13.28 | 10.75 | 8.75 | 8.61 | 11.20 | 10.31 | 7.46 |
Data as of 07/10/2025, AR inception is 03/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIASP (Via Renewables Inc) |
-10.84%
Apr 2020 - Apr 2023 |
-4.25%
Apr 2018 - Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIASP (Via Renewables Inc) |
21.87%
Dec 2018 - Dec 2021 |
21.01%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart