Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VST (Vistra Corp.) | 39.82% | 175.00% | 105.68% | 64.06% | NA | NA | NA | 42.33% |
Data as of 07/25/2025, AR inception is 10/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VST (Vistra Corp.) | 10/05/2016 | 07/25/2025 |
| 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 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 175.00 | 105.68 | 64.06 | NA | NA | NA | 42.33 | 39.82 | 261.53 | 70.74 | 5.06 | 19.58 | -11.97 | 2.46 | 24.95 | 18.19 | 16.62 |
| Sharpe Ratio | NA | 2.31 | 1.95 | 1.28 | NA | NA | NA | 0.86 | 0.96 | 4.58 | 2.33 | 0.11 | 0.45 | -0.23 | 0.05 | 0.89 | 0.74 | 2.60 |
| Standard Deviation(%) | NA | 74.40 | 52.42 | 47.56 | NA | NA | NA | 42.01 | 82.11 | 56.28 | 29.08 | 34.05 | 43.11 | 52.05 | 21.47 | 26.48 | 23.86 | 34.76 |
| Draw Down(%) | NA | 48.80 | 48.80 | 48.80 | NA | NA | NA | 53.37 | 48.80 | 34.86 | 12.66 | 22.16 | 32.64 | 45.81 | 20.95 | 17.29 | 18.72 | 16.82 |
| Yield(%) | 0.00 | 1.26 | 3.60 | 4.11 | 4.40 | 2.94 | 2.20 | 5.51 | 0.30 | 2.29 | 3.68 | 3.18 | 3.13 | 2.36 | 2.23 | 0.00 | 0.00 | 14.97 |
Data as of 07/25/2025, AR inception is 10/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VST (Vistra Corp.) |
-11.29%
May 2018 - May 2021 |
1.95%
May 2018 - May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VST (Vistra Corp.) |
107.78%
Jun 2022 - Jun 2025 |
63.59%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart