Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTHR (Vanguard Russell 3000 ETF) | 6.95% | 12.69% | 19.42% | 15.61% | 12.73% | NA | NA | 14.68% |
Data as of 07/14/2025, AR inception is 09/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTHR (Vanguard Russell 3000 ETF) | 09/22/2010 | 07/14/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | 12.69 | 19.42 | 15.61 | 12.73 | NA | NA | 14.68 | 6.95 | 23.57 | 25.93 | -19.20 | 25.49 | 20.93 | 30.82 | -5.64 | 21.05 | 12.45 | 0.18 | 12.29 | 33.77 | 15.67 | 1.12 | 12.80 |
| Sharpe Ratio | NA | 0.51 | 0.87 | 0.75 | 0.63 | NA | NA | 0.75 | 0.42 | 1.53 | 1.65 | -0.84 | 1.88 | 0.63 | 2.35 | -0.42 | 2.96 | 0.94 | 0.01 | 1.14 | 3.04 | 1.17 | 0.05 | 4.47 |
| Standard Deviation(%) | NA | 20.18 | 17.49 | 17.77 | 18.16 | NA | NA | 17.19 | 23.95 | 13.05 | 13.59 | 24.68 | 13.53 | 32.52 | 12.49 | 16.73 | 6.92 | 13.03 | 14.78 | 10.79 | 11.10 | 13.49 | 23.14 | 12.11 |
| Draw Down(%) | NA | 19.36 | 19.36 | 25.06 | 34.61 | NA | NA | 34.61 | 19.36 | 8.62 | 10.79 | 25.06 | 5.25 | 34.61 | 6.92 | 20.21 | 2.62 | 11.44 | 11.87 | 7.31 | 5.38 | 10.16 | 20.32 | 3.73 |
| Yield(%) | 0.00 | 1.28 | 1.81 | 1.97 | 2.52 | 3.92 | 2.94 | 4.20 | 0.59 | 1.46 | 1.83 | 1.21 | 1.46 | 1.62 | 2.12 | 1.74 | 1.93 | 2.05 | 1.83 | 1.27 | 2.00 | 2.02 | 1.49 | 0.53 |
Data as of 07/14/2025, AR inception is 09/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTHR (Vanguard Russell 3000 ETF) |
3.82%
Mar 2017 - Mar 2020 |
5.56%
Mar 2015 - Mar 2020 |
10.31%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTHR (Vanguard Russell 3000 ETF) |
25.68%
Dec 2018 - Dec 2021 |
18.78%
Oct 2016 - Oct 2021 |
16.38%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart