Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRT (Vertiv Holdings Co) | 8.61% | 32.96% | 142.51% | 55.72% | NA | NA | NA | 52.15% |
Data as of 07/11/2025, AR inception is 08/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRT (Vertiv Holdings Co) | 08/03/2018 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.34 | 32.96 | 142.51 | 55.72 | NA | NA | NA | 52.15 | 8.61 | 136.82 | 251.81 | -45.21 | 33.85 | 69.35 | 12.55 | -1.90 |
| Sharpe Ratio | NA | 0.40 | 2.21 | 0.89 | NA | NA | NA | 0.76 | 0.16 | 2.38 | 4.71 | -0.59 | 1.15 | 1.10 | 1.65 | -0.64 |
| Standard Deviation(%) | NA | 75.19 | 62.97 | 59.55 | NA | NA | NA | 55.31 | 87.60 | 55.90 | 53.38 | 79.70 | 29.50 | 62.76 | 6.73 | 9.70 |
| Draw Down(%) | NA | 61.28 | 61.28 | 71.23 | NA | NA | NA | 71.23 | 61.28 | 36.67 | 26.00 | 67.08 | 24.06 | 58.62 | 1.99 | 3.38 |
| Yield(%) | 0.00 | 0.15 | 0.86 | 0.36 | 0.24 | 0.16 | 0.12 | 0.41 | 0.06 | 0.25 | 0.19 | 0.04 | 0.05 | 0.09 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 08/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRT (Vertiv Holdings Co) |
-6.72%
Jun 2019 - Jun 2022 |
30.78%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRT (Vertiv Holdings Co) |
150.32%
Jun 2022 - Jun 2025 |
65.79%
Nov 2019 - Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart