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BRY vs. VOT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BRY and VOT is 0.32, 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.


-0.50.00.51.00.3

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.

-40.00%-30.00%-20.00%-10.00%0.00%10.00%20.00%AugustSeptemberOctoberNovemberDecember2025
-22.65%
12.98%
BRY
VOT

Key characteristics

Sharpe Ratio

BRY:

-0.37

VOT:

1.48

Sortino Ratio

BRY:

-0.27

VOT:

2.03

Omega Ratio

BRY:

0.97

VOT:

1.26

Calmar Ratio

BRY:

-0.22

VOT:

1.20

Martin Ratio

BRY:

-0.49

VOT:

7.55

Ulcer Index

BRY:

29.06%

VOT:

2.94%

Daily Std Dev

BRY:

38.63%

VOT:

15.02%

Max Drawdown

BRY:

-88.53%

VOT:

-60.17%

Current Drawdown

BRY:

-54.46%

VOT:

-4.62%

Returns By Period

In the year-to-date period, BRY achieves a 20.82% return, which is significantly higher than VOT's 3.13% return.


BRY

YTD

20.82%

1M

20.24%

6M

-22.64%

1Y

-13.11%

5Y*

-0.63%

10Y*

N/A

VOT

YTD

3.13%

1M

-2.32%

6M

12.14%

1Y

22.91%

5Y*

10.36%

10Y*

10.93%

*Annualized

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Risk-Adjusted Performance

BRY vs. VOT — Risk-Adjusted Performance Rank

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

BRY
The Risk-Adjusted Performance Rank of BRY is 3030
Overall Rank
The Sharpe Ratio Rank of BRY is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of BRY is 2626
Sortino Ratio Rank
The Omega Ratio Rank of BRY is 2727
Omega Ratio Rank
The Calmar Ratio Rank of BRY is 3434
Calmar Ratio Rank
The Martin Ratio Rank of BRY is 3838
Martin Ratio Rank

VOT
The Risk-Adjusted Performance Rank of VOT is 6060
Overall Rank
The Sharpe Ratio Rank of VOT is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of VOT is 6161
Sortino Ratio Rank
The Omega Ratio Rank of VOT is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VOT is 5050
Calmar Ratio Rank
The Martin Ratio Rank of VOT is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BRY vs. VOT - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for BRY, currently valued at -0.37, compared to the broader market-2.000.002.00-0.371.53
The chart of Sortino ratio for BRY, currently valued at -0.27, compared to the broader market-4.00-2.000.002.004.006.00-0.272.09
The chart of Omega ratio for BRY, currently valued at 0.97, compared to the broader market0.501.001.502.000.971.27
The chart of Calmar ratio for BRY, currently valued at -0.22, compared to the broader market0.002.004.006.00-0.221.24
The chart of Martin ratio for BRY, currently valued at -0.49, compared to the broader market0.0010.0020.0030.00-0.497.76
BRY
VOT

The current BRY Sharpe Ratio is -0.37, which is lower than the VOT Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of BRY and VOT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00AugustSeptemberOctoberNovemberDecember2025
-0.37
1.53
BRY
VOT

Dividends

BRY vs. VOT - Dividend Comparison

BRY's dividend yield for the trailing twelve months is around 15.03%, more than VOT's 0.65% yield.


TTM20242023202220212020201920182017201620152014
BRY
Berry Corporation
15.03%18.16%13.80%16.75%2.38%3.26%5.09%2.40%0.00%0.00%0.00%0.00%
VOT
Vanguard Mid-Cap Growth ETF
0.65%0.67%0.71%0.78%0.34%0.56%0.78%0.84%0.72%0.81%0.81%0.79%

Drawdowns

BRY vs. VOT - Drawdown Comparison

The maximum BRY drawdown since its inception was -88.53%, which is greater than VOT's maximum drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for BRY and VOT. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-54.46%
-4.62%
BRY
VOT

Volatility

BRY vs. VOT - Volatility Comparison

Berry Corporation (BRY) has a higher volatility of 11.21% compared to Vanguard Mid-Cap Growth ETF (VOT) at 5.71%. This indicates that BRY's price experiences larger fluctuations and is considered to be riskier than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
11.21%
5.71%
BRY
VOT
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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