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-7.17%
This Month
-9.08%
Year To Date
+31.35%
2 Years
+29.18%
5 Years
+29.18%
10 Years
+11.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs69.62%
- 🧩 Miscellaneous29.3%
- ⚡ Utilities1.07%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.84%
- 🇺🇸 NYSE31.9%
- 🇩🇪 Xetra ETFs28.84%
- 🇬🇧 LSE4.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.07%
Dividends
Performance Metrics
Score 4.4/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
-4.75
-4.75
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
1.3
1.3
0
0.3
0.6
2
2
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
-4.75
-4.75
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
1.3
1.3
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
68.67
High:
VST
68.67VSTLow:VST
68.67VSTDetails
PEG Ratio
N/A
Details
Price/Book
19.39
High:VST
19.39VSTLow:VST
19.39VSTDetails
Price/Sales
3
High:VST
3VSTLow:VST
3VSTDetails
Price/CF
13.42
High:VST
13.42VSTLow:VST
13.42VSTDetails
Price/FCF
71.01
High:VST
71.01VSTLow:VST
71.01VSTDetails
P/E Ratio
68.67
High:VST
68.67VSTLow:VST
68.67VSTDetails
PEG Ratio
N/A
Details
Price/Book
19.39
High:VST
19.39VSTLow:VST
19.39VSTDetails
Price/Sales
3
High:VST
3VSTLow:VST
3VSTDetails
Price/CF
13.42
High:VST
13.42VSTLow:VST
13.42VSTDetails
Price/FCF
71.01
High:VST
71.01VSTLow:VST
71.01VSTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.71% | Feb 2025 | Jun 2025 | 4 |
-12.33% | Nov 2025 | - | 5 |
-2.76% | Apr 2024 | May 2024 | 1 |
-2.74% | Jul 2024 | Sep 2024 | 2 |
-0.75% | Oct 2024 | Nov 2024 | 1 |
-0.01% | Aug 2025 | Sep 2025 | 1 |