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BRY vs. VOT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BRY vs. VOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berry Corporation (BRY) and Vanguard Mid-Cap Growth ETF (VOT). The values are adjusted to include any dividend payments, if applicable.

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BRY vs. VOT - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BRY
Berry Corporation
0.00%-17.92%-34.12%-0.36%9.71%135.52%-59.55%13.17%-35.25%
VOT
Vanguard Mid-Cap Growth ETF
-6.47%10.72%16.38%23.10%-28.87%20.50%34.50%33.76%-13.76%

Returns By Period


BRY

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

VOT

1D
1.24%
1M
-6.14%
YTD
-6.47%
6M
-11.02%
1Y
6.52%
3Y*
10.95%
5Y*
4.30%
10Y*
10.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BRY vs. VOT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRY

VOT
VOT Risk / Return Rank: 2121
Overall Rank
VOT Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
VOT Sortino Ratio Rank: 2121
Sortino Ratio Rank
VOT Omega Ratio Rank: 2020
Omega Ratio Rank
VOT Calmar Ratio Rank: 2222
Calmar Ratio Rank
VOT Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRY vs. VOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Berry Corporation (BRY) and Vanguard Mid-Cap Growth ETF (VOT). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BRY vs. VOT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BRYVOTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

Correlation

The correlation between BRY and VOT is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

BRY vs. VOT - Dividend Comparison

BRY's dividend yield for the trailing twelve months is around 2.76%, more than VOT's 0.71% yield.


TTM20252024202320222021202020192018201720162015
BRY
Berry Corporation
2.76%3.68%18.16%13.80%16.75%2.38%3.26%5.09%2.40%0.00%0.00%0.00%
VOT
Vanguard Mid-Cap Growth ETF
0.71%0.64%0.67%0.71%0.78%0.34%0.56%0.78%0.84%0.72%0.81%0.81%

Drawdowns

BRY vs. VOT - Drawdown Comparison


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Drawdown Indicators


BRYVOTDifference

Max Drawdown

Largest peak-to-trough decline

-60.16%

Max Drawdown (1Y)

Largest decline over 1 year

-15.96%

Max Drawdown (5Y)

Largest decline over 5 years

-37.19%

Max Drawdown (10Y)

Largest decline over 10 years

-37.19%

Current Drawdown

Current decline from peak

-12.28%

Average Drawdown

Average peak-to-trough decline

-10.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.16%

Volatility

BRY vs. VOT - Volatility Comparison


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Volatility by Period


BRYVOTDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.63%

Volatility (6M)

Calculated over the trailing 6-month period

12.39%

Volatility (1Y)

Calculated over the trailing 1-year period

21.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.92%