Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VWE (Vintage Wine Estates Inc) | NA | -100.00% | -100.00% | NA | NA | NA | NA | -100.00% |
Data as of 08/05/2024, AR inception is 06/07/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWE (Vintage Wine Estates Inc) | 06/07/2021 | 08/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | NA | NA | NA | NA | -100.00 | -100.00 | -84.66 | -72.42 | 6.78 |
| Sharpe Ratio | NA | -0.58 | -0.78 | NA | NA | NA | NA | -0.79 | -0.48 | -1.03 | -0.93 | 0.28 |
| Standard Deviation(%) | NA | 175.77 | 118.82 | NA | NA | NA | NA | 116.44 | 216.73 | 86.20 | 79.31 | 43.04 |
| Draw Down(%) | NA | 100.00 | 100.00 | NA | NA | NA | NA | 100.00 | 100.00 | 85.33 | 82.27 | 29.81 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/05/2024, AR inception is 06/07/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWE (Vintage Wine Estates Inc) |
-82.94%
Jul 2021 - Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWE (Vintage Wine Estates Inc) |
-82.94%
Jul 2021 - Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart