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+4.98%
This Month
+8.6%
Year To Date
+75.09%
2 Years
+75.09%
5 Years
+75.09%
10 Years
+75.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology53.39%
- 🏭 Industrial Services24.72%
- ❓ Other12.22%
- 💵 Cash11.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.71%
- Regular Trading Hours - RTH39.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.11%
Dividends
Performance Metrics
Score 8.2/10
Beta
2.08
2.08
0
0.8
1.2
0
3
Sharpe Ratio
1.44
1.44
0
0.5
1
2
2
Sortino Ratio
4.41
4.41
0
1
2
5
5
Jensen's Alpha
31.76
31.76
-2
0
2
32
32
Omega Ratio
2.98
2.98
0
1
1.5
3
3
Treynor Ratio
2.19
2.19
0
0.75
1.25
3
3
Information Ratio
1.28
1.28
0
0.3
0.6
2
2
Calmar Ratio
6.71
6.71
0
0.3
0.6
7
7
Beta
2.08
2.08
0
0.8
1.2
0
3
Sharpe Ratio
1.44
1.44
0
0.5
1
2
2
Sortino Ratio
4.41
4.41
0
1
2
5
5
Jensen's Alpha
31.76
31.76
-2
0
2
32
32
Omega Ratio
2.98
2.98
0
1
1.5
3
3
Treynor Ratio
2.19
2.19
0
0.75
1.25
3
3
Information Ratio
1.28
1.28
0
0.3
0.6
2
2
Calmar Ratio
6.71
6.71
0
0.3
0.6
7
7
Portfolio Valuation
Based on current positions
P/E Ratio
1,033.55
High:
VRT
76.88VRTLow:
MU.RTH
-23.89MU.RTHDetails
PEG Ratio
25.95
High:VRT
46.81VRTLow:
VG
4.02VGDetails
Price/Book
3.42
High:VRT
25.45VRTLow:MU.RTH
1.55MU.RTHDetails
Price/Sales
4.96
High:VRT
10.04VRTLow:VG
2.1VGDetails
Price/CF
17.01
High:VRT
30.02VRTLow:VG
6.77VGDetails
Price/FCF
34.73
High:VRT
34.73VRTLow:VRT
34.73VRTDetails
P/E Ratio
1,033.55
High:VRT
76.88VRTLow:MU.RTH
-23.89MU.RTHDetails
PEG Ratio
25.95
High:VRT
46.81VRTLow:VG
4.02VGDetails
Price/Book
3.42
High:VRT
25.45VRTLow:MU.RTH
1.55MU.RTHDetails
Price/Sales
4.96
High:VRT
10.04VRTLow:VG
2.1VGDetails
Price/CF
17.01
High:VRT
30.02VRTLow:VG
6.77VGDetails
Price/FCF
34.73
High:VRT
34.73VRTLow:VRT
34.73VRTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.04% | Nov 2025 | - | 5 |
-4.34% | Jul 2025 | Sep 2025 | 2 |
-3.83% | Mar 2025 | Apr 2025 | 1 |