VTI vs VOO comparison¶
VTI vs VOO performance comment¶
Market Performance Metrics Overview¶
| Metric | VTI | VOOR |
|---|---|---|
| High | 242.87 | 449.19 |
| Low | 232.40 | 428.64 |
| Close | 240.98 | 445.99 |
| Start Price | 235.63 | 434.01 |
| Gain % | 2.27% | 2.76% |
| Annualized Gain % | 34.53% | 41.98% |
| Annualized Volatility % | 10.45% | 10.01% |
| Max Drawdown % | -1.21% | -1.06% |
| Sharpe Ratio | 3.66 | 4.62 |
The market performance metrics of VTI and VOOR over the specified 60-day period are quite promising, with both markets showing positive gains and relatively low volatility.
Gain Metrics Analysis¶
The gain percentages for both markets, 2.27% for VTI and 2.76% for VOOR, indicate healthy growth over the 60-day period. This upward trend in both markets may be indicative of positive economic conditions or industry-specific factors driving the increase in value.
Annualized Gain Metrics Comparison¶
The annualized gain percentage for VTI stands at 34.53%, while VOOR boasts an impressive 41.98%. These figures suggest that both markets have high potential for long-term growth, making them attractive investment options.
Volatility Metrics Comparison¶
Both VTI and VOOR demonstrate relatively low annualized volatility percentages, at 10.45% and 10.01% respectively. This indicates that, despite fluctuations in market value, the overall stability of these securities is high, reducing investment risk.
Risk Metrics Analysis¶
The maximum drawdown percentage, which measures the largest loss from a peak to a trough, is -1.21% for VTI and -1.06% for VOOR. These figures suggest that both markets have experienced minimal declines in value over the given period, reflecting a favorable risk profile for potential investors.
Sharpe Ratio Interpretation¶
The Sharpe ratio, which assesses the return of an investment compared to its risk, stands at 3.66 for VTI and 4.62 for VOOR. This suggests that both markets offer attractive risk-adjusted returns, with VOOR potentially yielding a higher return per unit of risk compared to VTI.
VTI YTD Return (Daily)¶
Comment on YTD Total Returns Results of VTI¶
Historical Performance¶
The year-to-date (YTD) gain for VTI is 2.27%, with an annualized gain of 34.53% and an annualized volatility of 10.45%. The Sharpe Ratio of 3.66 suggests a high level of risk-adjusted return. However, the Max Drawdown is a relatively low -1.21%, indicating minimal loss potential. The historical annualized volatility (excluding the current year) is 19.39%, with a historical annualized gain (excluding the current year) of 9.99%. The Max Drawdown in the data (excluding the current year) is -55.45%, showing the worst loss experienced over the data period. The average Sharpe Ratio for all years (excluding the last) is 0.52, indicating that the current year's Sharpe Ratio outperforms the historical average.
Current Performance¶
The Last Year Annualized Gain is 26.56% with an annualized volatility of 13.54%. The Last Year Max Drawdown is -10.72%. The Last Year Sharpe Ratio is 1.83. The Current last close is at 240.98, with a Last 5 Days Gain of 2.27%. The Moving Average (MA) 200 is at 217.42, the MA 50 is at 231.03, and the MA 5 is at 239.76. The average annualized volatility is 9.72%, compared to 10.22% a month ago.
Market Conditions¶
The current last close price of 240.98 is above the MA 200 and MA 50, indicating a bullish trend. The close price is also above the MA 5, suggesting a short-term upward momentum. This may be indicative of a positive market sentiment for VTI.
VTI Annual Dividends¶
| Year | Annual Dividend | Dividend Yield |
|---|---|---|
| 2023 | $3.41 | 1.46% |
| 2022 | $3.18 | 1.64% |
| 2021 | $2.93 | 1.22% |
| 2020 | $2.77 | 1.43% |
| 2019 | $2.9 | 1.77% |
VTI Montly Dividends¶
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.0 | 0.0 | $0.79 | 0.0 | 0.0 | $0.83 | 0.0 | 0.0 | $0.8 | 0.0 | 0.0 | $1.0 |
| 2022 | 0.0 | 0.0 | $0.71 | 0.0 | 0.0 | $0.75 | 0.0 | 0.0 | $0.8 | 0.0 | 0.0 | $0.93 |
| 2021 | 0.0 | 0.0 | $0.67 | 0.0 | 0.0 | $0.68 | 0.0 | 0.0 | $0.72 | 0.0 | 0.0 | $0.86 |
| 2020 | 0.0 | 0.0 | $0.61 | 0.0 | 0.0 | $0.7 | 0.0 | 0.0 | $0.67 | 0.0 | 0.0 | $0.78 |
| 2019 | 0.0 | 0.0 | $0.77 | 0.0 | 0.0 | $0.55 | 0.0 | 0.0 | $0.7 | 0.0 | 0.0 | $0.89 |
| 2018 | 0.0 | 0.0 | $0.57 | 0.0 | 0.0 | $0.6 | 0.0 | 0.0 | $0.71 | 0.0 | 0.0 | $0.72 |
| 2017 | 0.0 | 0.0 | $0.54 | 0.0 | 0.0 | $0.57 | 0.0 | 0.0 | $0.55 | 0.0 | 0.0 | $0.67 |
| 2016 | 0.0 | 0.0 | $0.48 | 0.0 | 0.0 | $0.47 | 0.0 | 0.0 | $0.54 | 0.0 | 0.0 | $0.73 |
| 2015 | 0.0 | 0.0 | $0.51 | 0.0 | 0.0 | $0.47 | 0.0 | 0.0 | $0.51 | 0.0 | 0.0 | $0.58 |
| 2014 | 0.0 | 0.0 | $0.42 | 0.0 | 0.0 | $0.42 | 0.0 | 0.0 | $0.47 | 0.0 | 0.0 | $0.56 |
| 2013 | 0.0 | 0.0 | $0.36 | 0.0 | 0.0 | $0.39 | 0.0 | 0.0 | $0.43 | 0.0 | 0.0 | $0.49 |
| 2012 | 0.0 | 0.0 | $0.31 | 0.0 | 0.0 | $0.35 | 0.0 | 0.0 | $0.36 | 0.0 | 0.0 | $0.55 |
| 2011 | 0.0 | 0.0 | $0.28 | 0.0 | 0.0 | $0.28 | 0.0 | 0.0 | $0.31 | 0.0 | 0.0 | $0.36 |
| 2010 | 0.0 | 0.0 | $0.24 | 0.0 | 0.0 | $0.27 | 0.0 | 0.0 | $0.3 | 0.0 | 0.0 | $0.35 |
| 2009 | 0.0 | 0.0 | $0.28 | 0.0 | 0.0 | $0.22 | 0.0 | 0.0 | $0.25 | 0.0 | 0.0 | $0.36 |
| 2008 | 0.0 | 0.0 | $0.62 | 0.0 | 0.0 | $0.31 | 0.0 | 0.0 | $0.3 | 0.0 | 0.0 | $0.34 |
| 2007 | 0.0 | 0.0 | $0.61 | 0.0 | 0.0 | $0.57 | 0.0 | 0.0 | $0.64 | 0.0 | 0.0 | $0.77 |
| 2006 | 0.0 | 0.0 | $0.53 | 0.0 | 0.0 | $0.54 | 0.0 | 0.0 | $0.53 | 0.0 | 0.0 | $0.71 |
| 2005 | 0.0 | 0.0 | $0.44 | 0.0 | 0.0 | $0.4 | 0.0 | 0.0 | $0.57 | 0.0 | 0.0 | $0.67 |
| 2004 | 0.0 | 0.0 | $0.35 | 0.0 | 0.0 | $0.38 | 0.0 | 0.0 | $0.39 | 0.0 | 0.0 | $0.79 |
| 2003 | 0.0 | 0.0 | $0.3 | 0.0 | 0.0 | $0.3 | 0.0 | 0.0 | $0.34 | 0.0 | 0.0 | $0.44 |
| 2002 | 0.0 | 0.0 | $0.3 | 0.0 | 0.0 | $0.26 | 0.0 | 0.0 | $0.3 | 0.0 | 0.0 | $0.39 |
| 2001 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | $0.28 | 0.0 | 0.0 | $0.31 | 0.0 | 0.0 | $0.39 |
Published: 2024-01-25
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