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Elijah Hryshko Growth Portfolio
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


VOO 33.34%VGT 33.33%VCR 33.33%EquityEquity
PositionCategory/SectorWeight
VCR
Vanguard Consumer Discretionary ETF
Consumer Discretionary Equities

33.33%

VGT
Vanguard Information Technology ETF
Technology Equities

33.33%

VOO
Vanguard S&P 500 ETF
Large Cap Growth Equities

33.34%

S&P 500

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Elijah Hryshko Growth Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
18.97%
19.37%
Elijah Hryshko Growth Portfolio
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO

Returns By Period

As of Apr 24, 2024, the Elijah Hryshko Growth Portfolio returned 2.42% Year-To-Date and 15.22% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
6.30%-3.13%19.37%22.56%11.65%10.55%
Elijah Hryshko Growth Portfolio2.42%-4.92%18.97%25.70%15.17%15.22%
VOO
Vanguard S&P 500 ETF
6.76%-2.99%20.31%24.48%13.51%12.61%
VGT
Vanguard Information Technology ETF
2.40%-6.40%20.03%32.34%19.45%20.04%
VCR
Vanguard Consumer Discretionary ETF
-1.86%-5.32%16.44%20.25%11.90%12.68%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.12%5.99%1.88%
2023-5.71%-3.03%11.31%5.57%

Expense Ratio

The Elijah Hryshko Growth Portfolio has an expense ratio of 0.08% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


Expense ratio chart for VGT: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%
Expense ratio chart for VCR: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%
Expense ratio chart for VOO: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Elijah Hryshko Growth Portfolio
Sharpe ratio
The chart of Sharpe ratio for Elijah Hryshko Growth Portfolio, currently valued at 1.71, compared to the broader market-1.000.001.002.003.004.005.001.71
Sortino ratio
The chart of Sortino ratio for Elijah Hryshko Growth Portfolio, currently valued at 2.41, compared to the broader market0.002.004.006.002.41
Omega ratio
The chart of Omega ratio for Elijah Hryshko Growth Portfolio, currently valued at 1.29, compared to the broader market0.801.001.201.401.601.801.29
Calmar ratio
The chart of Calmar ratio for Elijah Hryshko Growth Portfolio, currently valued at 1.26, compared to the broader market0.002.004.006.008.001.26
Martin ratio
The chart of Martin ratio for Elijah Hryshko Growth Portfolio, currently valued at 6.57, compared to the broader market0.0010.0020.0030.0040.0050.006.57
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-1.000.001.002.003.004.005.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market0.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.801.001.201.401.601.801.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.002.004.006.008.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.0040.0050.007.64

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
VOO
Vanguard S&P 500 ETF
2.083.011.361.808.64
VGT
Vanguard Information Technology ETF
1.732.431.291.587.09
VCR
Vanguard Consumer Discretionary ETF
1.141.661.200.664.01

Sharpe Ratio

The current Elijah Hryshko Growth Portfolio Sharpe ratio is 1.71. A Sharpe ratio greater than 1.0 is considered acceptable.

-1.000.001.002.003.004.005.001.71

The Sharpe ratio of Elijah Hryshko Growth Portfolio lies between the 25th and 75th percentiles. It indicates that the portfolio's risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.71
1.92
Elijah Hryshko Growth Portfolio
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

Elijah Hryshko Growth Portfolio granted a 0.98% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
Elijah Hryshko Growth Portfolio0.98%0.98%1.19%0.89%1.36%1.39%1.57%1.32%1.64%1.57%1.40%1.25%
VOO
Vanguard S&P 500 ETF
1.38%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%1.84%
VGT
Vanguard Information Technology ETF
0.73%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%1.12%1.05%
VCR
Vanguard Consumer Discretionary ETF
0.83%0.84%0.98%0.79%1.71%1.17%1.37%1.21%1.60%1.32%1.23%0.84%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-5.37%
-3.50%
Elijah Hryshko Growth Portfolio
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Elijah Hryshko Growth Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Elijah Hryshko Growth Portfolio was 33.98%, occurring on Mar 23, 2020. Recovery took 72 trading sessions.

The current Elijah Hryshko Growth Portfolio drawdown is 5.37%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.98%Feb 20, 202023Mar 23, 202072Jul 6, 202095
-31.2%Jan 4, 2022197Oct 14, 2022296Dec 19, 2023493
-21.67%Oct 2, 201858Dec 24, 201870Apr 5, 2019128
-18.31%Jul 8, 201161Oct 3, 201183Feb 1, 2012144
-15.06%Nov 4, 201568Feb 11, 2016103Jul 11, 2016171

Volatility

Volatility Chart

The current Elijah Hryshko Growth Portfolio volatility is 4.36%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%NovemberDecember2024FebruaryMarchApril
4.36%
3.58%
Elijah Hryshko Growth Portfolio
Benchmark (^GSPC)
Portfolio components

Diversification

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

VCRVGTVOO
VCR1.000.810.88
VGT0.811.000.89
VOO0.880.891.00