Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VITL (Vital Farms, Inc.) | -68.57% | -67.10% | -11.61% | -14.91% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VITL (Vital Farms, Inc.) | 08/03/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | -67.10 | -11.61 | -14.91 | NA | NA | NA | … | … | -68.57 | -15.81 | 137.99 | 5.16 | -17.39 | -28.64 | -32.70 |
| Sharpe Ratio | NA | -1.16 | -0.29 | -0.31 | NA | NA | NA | … | … | -1.33 | -0.36 | 2.58 | 0.02 | -0.33 | -0.61 | -1.16 |
| Standard Deviation(%) | NA | 61.67 | 55.48 | 53.79 | NA | NA | NA | … | … | 72.84 | 52.38 | 51.63 | 48.46 | 57.15 | 47.36 | 52.80 |
| Draw Down(%) | NA | 84.20 | 84.20 | 84.20 | NA | NA | NA | … | … | 74.08 | 41.77 | 39.85 | 42.03 | 57.34 | 45.26 | 40.27 |
| 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 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITL (Vital Farms, Inc.) |
-34.14%
Sep 2020 – Sep 2023 |
-14.01%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITL (Vital Farms, Inc.) |
63.89%
Jun 2022 – Jun 2025 |
4.76%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart