Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VV (Vanguard Large-Cap ETF) | 6.14% | 15.05% | 19.91% | 16.41% | 13.54% | 14.81% | 10.80% | 10.74% |
Data as of 06/30/2025, AR inception is 01/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VV (Vanguard Large-Cap ETF) | 01/30/2004 | 06/30/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.75 | 15.05 | 19.91 | 16.41 | 13.54 | 14.81 | 10.80 | 10.74 | 6.14 | 25.25 | 27.18 | -19.91 | 27.42 | 21.05 | 31.25 | -4.45 | 22.00 | 11.78 | 1.02 | 13.37 | 32.69 | 16.18 | 1.42 | 15.91 | 27.36 | -36.68 | 6.21 | 15.44 | 6.03 | 9.64 |
| Sharpe Ratio | NA | 0.56 | 0.87 | 0.84 | 0.64 | NA | NA | 0.49 | 0.38 | 1.67 | 1.79 | -0.86 | 2.07 | 0.60 | 2.37 | -0.34 | 3.25 | 0.88 | 0.06 | 1.18 | 2.94 | 1.26 | 0.06 | 0.88 | 1.03 | -0.95 | 0.20 | 1.20 | 0.32 | 0.88 |
| Standard Deviation(%) | NA | 20.26 | 17.55 | 17.74 | 18.60 | NA | NA | 18.97 | 24.92 | 12.95 | 13.29 | 24.78 | 13.22 | 34.56 | 12.54 | 17.07 | 6.60 | 13.10 | 15.36 | 11.36 | 11.09 | 12.87 | 23.44 | 18.04 | 26.58 | 39.60 | 15.77 | 10.07 | 11.92 | 10.74 |
| Draw Down(%) | NA | 18.97 | 18.97 | 25.66 | 34.27 | NA | NA | 54.80 | 18.97 | 8.62 | 9.98 | 25.62 | 5.38 | 34.27 | 6.66 | 19.35 | 2.53 | 10.78 | 11.90 | 7.39 | 5.67 | 9.86 | 19.28 | 15.80 | 26.73 | 47.87 | 9.64 | 7.79 | 7.44 | 7.80 |
| Yield(%) | 0.00 | 1.01 | 1.71 | 1.98 | 2.70 | 4.65 | 3.60 | 3.78 | 0.33 | 1.54 | 1.78 | 1.30 | 1.51 | 1.72 | 2.33 | 1.94 | 2.08 | 2.19 | 1.94 | 1.99 | 2.23 | 2.37 | 1.91 | 1.99 | 2.52 | 1.65 | 1.81 | 1.87 | 1.66 | 1.94 |
Data as of 06/30/2025, AR inception is 01/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VV (Vanguard Large-Cap ETF) |
-14.66%
Feb 2006 - Feb 2009 |
-6.06%
Feb 2004 - Feb 2009 |
6.56%
Feb 2006 - Feb 2016 |
7.76%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VV (Vanguard Large-Cap ETF) |
26.50%
Dec 2018 - Dec 2021 |
23.21%
Feb 2009 - Feb 2014 |
16.76%
Sep 2011 - Sep 2021 |
15.99%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart