PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
VERA vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VERA and BRK-B is 0.14, 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.


-0.50.00.51.00.1

Performance

VERA vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vera Therapeutics, Inc. (VERA) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

-30.00%-20.00%-10.00%0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
-24.31%
7.30%
VERA
BRK-B

Key characteristics

Sharpe Ratio

VERA:

-0.59

BRK-B:

1.25

Sortino Ratio

VERA:

-0.62

BRK-B:

1.85

Omega Ratio

VERA:

0.93

BRK-B:

1.23

Calmar Ratio

VERA:

-0.79

BRK-B:

2.23

Martin Ratio

VERA:

-1.77

BRK-B:

5.25

Ulcer Index

VERA:

20.15%

BRK-B:

3.56%

Daily Std Dev

VERA:

59.97%

BRK-B:

14.93%

Max Drawdown

VERA:

-84.89%

BRK-B:

-53.86%

Current Drawdown

VERA:

-40.48%

BRK-B:

-0.41%

Fundamentals

Market Cap

VERA:

$1.87B

BRK-B:

$1.04T

EPS

VERA:

-$2.61

BRK-B:

$49.44

Total Revenue (TTM)

VERA:

$0.00

BRK-B:

$276.52B

Gross Profit (TTM)

VERA:

$952.00K

BRK-B:

$48.42B

EBITDA (TTM)

VERA:

-$103.90M

BRK-B:

$98.94B

Returns By Period

In the year-to-date period, VERA achieves a -29.98% return, which is significantly lower than BRK-B's 6.29% return.


VERA

YTD

-29.98%

1M

-12.14%

6M

-24.31%

1Y

-33.54%

5Y*

N/A

10Y*

N/A

BRK-B

YTD

6.29%

1M

2.82%

6M

7.30%

1Y

17.73%

5Y*

16.06%

10Y*

12.61%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

VERA vs. BRK-B — Risk-Adjusted Performance Rank

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

VERA
The Risk-Adjusted Performance Rank of VERA is 1212
Overall Rank
The Sharpe Ratio Rank of VERA is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of VERA is 1818
Sortino Ratio Rank
The Omega Ratio Rank of VERA is 1919
Omega Ratio Rank
The Calmar Ratio Rank of VERA is 55
Calmar Ratio Rank
The Martin Ratio Rank of VERA is 22
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8282
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 7777
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 7575
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9191
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 8282
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.

VERA vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vera Therapeutics, Inc. (VERA) and Berkshire Hathaway Inc. (BRK-B). 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 VERA, currently valued at -0.59, compared to the broader market-2.000.002.00-0.591.25
The chart of Sortino ratio for VERA, currently valued at -0.62, compared to the broader market-4.00-2.000.002.004.006.00-0.621.85
The chart of Omega ratio for VERA, currently valued at 0.93, compared to the broader market0.501.001.502.000.931.23
The chart of Calmar ratio for VERA, currently valued at -0.79, compared to the broader market0.002.004.006.00-0.792.23
The chart of Martin ratio for VERA, currently valued at -1.77, compared to the broader market-10.000.0010.0020.0030.00-1.775.25
VERA
BRK-B

The current VERA Sharpe Ratio is -0.59, which is lower than the BRK-B Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of VERA and BRK-B, 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-1.000.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
-0.59
1.25
VERA
BRK-B

Dividends

VERA vs. BRK-B - Dividend Comparison

Neither VERA nor BRK-B has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

VERA vs. BRK-B - Drawdown Comparison

The maximum VERA drawdown since its inception was -84.89%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for VERA and BRK-B. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-40.48%
-0.41%
VERA
BRK-B

Volatility

VERA vs. BRK-B - Volatility Comparison

Vera Therapeutics, Inc. (VERA) has a higher volatility of 25.61% compared to Berkshire Hathaway Inc. (BRK-B) at 4.62%. This indicates that VERA's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%SeptemberOctoberNovemberDecember2025February
25.61%
4.62%
VERA
BRK-B

Financials

VERA vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Vera Therapeutics, Inc. and Berkshire Hathaway 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


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2025 PortfoliosLab