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Performance Comparison
Comparison Box

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