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REG vs. VITL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

REG vs. VITL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Regency Centers Corporation (REG) and Vital Farms, Inc. (VITL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, REG achieves a 18.54% return, which is significantly higher than VITL's -66.81% return.


REG

1D
0.43%
1M
5.70%
YTD
18.54%
6M
22.12%
1Y
17.60%
3Y*
14.45%
5Y*
7.74%
10Y*
4.12%

VITL

1D
-3.64%
1M
27.25%
YTD
-66.81%
6M
-69.10%
1Y
-67.07%
3Y*
-8.37%
5Y*
-13.31%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

REG vs. VITL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
REG
Regency Centers Corporation
18.54%-2.78%14.90%11.85%-13.59%71.41%11.97%
VITL
Vital Farms, Inc.
-66.81%-15.26%140.22%5.16%-17.39%-28.64%-27.69%

Correlation

The correlation between REG and VITL is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Jul 31, 2020

0.15

Fundamentals

Market Cap

REG:

$14.72B

VITL:

$472.63M

EPS

REG:

$3.55

VITL:

$1.05

PE Ratio

REG:

22.61

VITL:

10.11

PEG Ratio

REG:

2.21

VITL:

0.02

PS Ratio

REG:

8.62

VITL:

0.62

PB Ratio

REG:

2.21

VITL:

1.43

Total Revenue (TTM)

REG:

$1.70B

VITL:

$784.41M

Gross Profit (TTM)

REG:

$814.76M

VITL:

$276.18M

EBITDA (TTM)

REG:

$1.12B

VITL:

$82.41M

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Return for Risk

REG vs. VITL — Risk / Return Rank

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

REG
REG Risk / Return Rank: 7474
Overall Rank
REG Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
REG Sortino Ratio Rank: 7171
Sortino Ratio Rank
REG Omega Ratio Rank: 6868
Omega Ratio Rank
REG Calmar Ratio Rank: 7878
Calmar Ratio Rank
REG Martin Ratio Rank: 7878
Martin Ratio Rank

VITL
VITL Risk / Return Rank: 66
Overall Rank
VITL Sharpe Ratio Rank: 44
Sharpe Ratio Rank
VITL Sortino Ratio Rank: 33
Sortino Ratio Rank
VITL Omega Ratio Rank: 44
Omega Ratio Rank
VITL Calmar Ratio Rank: 1212
Calmar Ratio Rank
VITL Martin Ratio Rank: 99
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.

REG vs. VITL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Regency Centers Corporation (REG) and Vital Farms, Inc. (VITL). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


REGVITLDifference
Sharpe ratioReturn per unit of total volatility

+2.20

Sortino ratioReturn per unit of downside risk

+3.70

Omega ratioGain probability vs. loss probability

1.20

0.76

+0.43

Calmar ratioReturn relative to maximum drawdown

2.16

-0.80

+2.96

Martin ratioReturn relative to average drawdown

5.27

-1.39

+6.66

REG vs. VITL - Sharpe Ratio Comparison

The current REG Sharpe Ratio is 1.11, which is higher than the VITL Sharpe Ratio of -1.09. The chart below compares the historical Sharpe Ratios of REG and VITL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

REG vs. VITL - Drawdown Comparison

The maximum REG drawdown since its inception was -73.37%, smaller than the maximum VITL drawdown of -84.20%. Use the drawdown chart below to compare losses from any high point for REG and VITL.


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Drawdown Indicators


REGVITLDifference

Max Drawdown

Largest peak-to-trough decline

-73.37%

-84.20%

+10.83%

Max Drawdown (1Y)

Largest decline over 1 year

-8.17%

-84.20%

+76.03%

Max Drawdown (3Y)

Largest decline over 3 years

-15.10%

-84.20%

+69.10%

Max Drawdown (5Y)

Largest decline over 5 years

-30.09%

-84.20%

+54.11%

Max Drawdown (10Y)

Largest decline over 10 years

-57.02%

Current Drawdown

Current decline from peak

-0.10%

-79.77%

+79.67%

Average Drawdown

Average peak-to-trough decline

-16.17%

-47.34%

+31.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.35%

48.17%

-44.82%

Volatility

REG vs. VITL - Volatility Comparison

The current volatility for Regency Centers Corporation (REG) is 4.45%, while Vital Farms, Inc. (VITL) has a volatility of 17.37%. This indicates that REG experiences smaller price fluctuations and is considered to be less risky than VITL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


REGVITLDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.45%

17.37%

-12.92%

Volatility (6M)

Calculated over the trailing 6-month period

11.10%

48.28%

-37.18%

Volatility (1Y)

Calculated over the trailing 1-year period

15.90%

61.63%

-45.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.39%

54.16%

-31.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.88%

53.73%

-23.85%

Dividends

REG vs. VITL - Dividend Comparison

REG's dividend yield for the trailing twelve months is around 3.70%, while VITL has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
REG
Regency Centers Corporation
3.70%4.16%3.67%3.91%4.04%3.20%5.22%3.71%3.78%3.04%2.90%2.85%
VITL
Vital Farms, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

REG vs. VITL - Financials Comparison

This section allows you to compare key financial metrics between Regency Centers Corporation and Vital Farms, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


100.00M200.00M300.00M400.00M500.00M20222023202420252026
413.42M
187.16M
(REG) Total Revenue
(VITL) Total Revenue
Values in USD except per share items

REG vs. VITL - Profitability Comparison

The chart below illustrates the profitability comparison between Regency Centers Corporation and Vital Farms, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%80.0%20222023202420252026
18.5%
28.3%
Portfolio components
REG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Regency Centers Corporation reported a gross profit of 76.40M and revenue of 413.42M. Therefore, the gross margin over that period was 18.5%.

VITL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vital Farms, Inc. reported a gross profit of 53.01M and revenue of 187.16M. Therefore, the gross margin over that period was 28.3%.

REG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Regency Centers Corporation reported an operating income of 152.73M and revenue of 413.42M, resulting in an operating margin of 36.9%.

VITL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vital Farms, Inc. reported an operating income of -2.33M and revenue of 187.16M, resulting in an operating margin of -1.3%.

REG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Regency Centers Corporation reported a net income of 128.55M and revenue of 413.42M, resulting in a net margin of 31.1%.

VITL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vital Farms, Inc. reported a net income of -1.52M and revenue of 187.16M, resulting in a net margin of -0.8%.


Frequently Asked Questions


REG and VITL have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VITL has higher volatility (17.37%) compared to REG (4.45%). In terms of maximum drawdown, REG dropped -73.37% vs VITL's -84.20%.

REG currently has the higher Sharpe Ratio (1.11 vs -1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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