Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRTA (Vestin Realty Mortgage I Inc) | NA | -7.74% | 5.67% | -14.72% | -6.08% | -14.03% | NA | … | … |
Data as of 08/02/2022, Common starting date is 06/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRTA (Vestin Realty Mortgage I Inc) | 06/02/2006 | 08/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.74 | 5.67 | -14.72 | -6.08 | -14.03 | NA | … | … | -11.89 | 19.05 | 84.21 | -48.18 | -13.73 | -17.74 | 203.92 | -70.26 | -51.00 | 59.09 | 0.00 | 8.91 | -17.21 | 31.18 | -79.83 | -9.96 | -10.18 |
| Sharpe Ratio | NA | -0.06 | 0.03 | -0.11 | -0.05 | NA | NA | … | … | -0.18 | 0.29 | 0.36 | -0.51 | -0.15 | -0.16 | 1.95 | -0.65 | -0.67 | 0.77 | 0.00 | 0.10 | -0.24 | 0.20 | -0.64 | -0.39 | -0.50 |
| Standard Deviation(%) | NA | 137.11 | 169.69 | 144.01 | 121.95 | NA | NA | … | … | 112.69 | 106.16 | 231.83 | 97.36 | 99.03 | 117.41 | 103.58 | 107.50 | 75.87 | 76.41 | 67.73 | 93.29 | 71.50 | 154.08 | 125.01 | 33.44 | 40.30 |
| Draw Down(%) | NA | 63.30 | 77.14 | 91.13 | 96.08 | NA | NA | … | … | 47.25 | 47.50 | 75.76 | 64.71 | 45.41 | 46.38 | 38.42 | 82.62 | 66.37 | 32.09 | 38.78 | 41.25 | 40.69 | 67.53 | 81.40 | 23.21 | 27.65 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.56 | 0.98 | … | … | 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 | 3.50 | 11.13 | 6.67 |
Data as of 08/02/2022, Common starting date is 06/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRTA (Vestin Realty Mortgage I Inc) |
-43.64%
Jul 2007 – Jul 2010 |
-32.12%
May 2015 – May 2020 |
-20.76%
May 2008 – May 2018 |
-15.20%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRTA (Vestin Realty Mortgage I Inc) |
29.20%
Dec 2015 – Dec 2018 |
15.54%
Dec 2015 – Dec 2020 |
-2.71%
Oct 2011 – Oct 2021 |
-11.33%
Feb 2007 – Feb 2022 |
Annualized Rolling Returns Comparison Chart