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VLVLY vs. TSLA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

VLVLY vs. TSLA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Volvo AB ADR (VLVLY) and Tesla, Inc. (TSLA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VLVLY achieves a 9.31% return, which is significantly higher than TSLA's -9.63% return. Over the past 10 years, VLVLY has underperformed TSLA with an annualized return of 19.84%, while TSLA has yielded a comparatively higher 39.72% annualized return.


VLVLY

1D
0.12%
1M
-1.44%
YTD
9.31%
6M
9.31%
1Y
26.13%
3Y*
24.76%
5Y*
12.02%
10Y*
19.84%

TSLA

1D
1.82%
1M
-3.74%
YTD
-9.63%
6M
-11.45%
1Y
24.94%
3Y*
16.25%
5Y*
14.86%
10Y*
39.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VLVLY vs. TSLA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VLVLY
Volvo AB ADR
9.31%40.70%-1.07%53.43%-15.39%11.22%56.05%36.41%-27.35%63.49%
TSLA
Tesla, Inc.
-9.63%11.36%62.52%101.72%-65.03%49.76%743.44%25.70%6.89%45.70%

Correlation

The correlation between VLVLY and TSLA is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.31

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

0.24

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

0.31

Correlation (10Y)
Calculated over the trailing 10-year period

0.28

Correlation (All Time)
Calculated using the full available price history since Jan 19, 2016

0.27

Fundamentals

Market Cap

VLVLY:

$68.13B

TSLA:

$1.44T

EPS

VLVLY:

SEK 16.17

TSLA:

$1.10

PE Ratio

VLVLY:

19.59

TSLA:

370.20

PEG Ratio

VLVLY:

4.47

TSLA:

45.29

PS Ratio

VLVLY:

1.38

TSLA:

14.66

PB Ratio

VLVLY:

3.38

TSLA:

17.10

Total Revenue (TTM)

VLVLY:

SEK 468.16B

TSLA:

$97.88B

Gross Profit (TTM)

VLVLY:

SEK 114.67B

TSLA:

$18.66B

EBITDA (TTM)

VLVLY:

SEK 70.74B

TSLA:

$10.48B

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Return for Risk

VLVLY vs. TSLA — Risk / Return Rank

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

VLVLY
VLVLY Risk / Return Rank: 6464
Overall Rank
VLVLY Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
VLVLY Sortino Ratio Rank: 6363
Sortino Ratio Rank
VLVLY Omega Ratio Rank: 6161
Omega Ratio Rank
VLVLY Calmar Ratio Rank: 6363
Calmar Ratio Rank
VLVLY Martin Ratio Rank: 6868
Martin Ratio Rank

TSLA
TSLA Risk / Return Rank: 6161
Overall Rank
TSLA Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
TSLA Sortino Ratio Rank: 5959
Sortino Ratio Rank
TSLA Omega Ratio Rank: 5656
Omega Ratio Rank
TSLA Calmar Ratio Rank: 6262
Calmar Ratio Rank
TSLA Martin Ratio Rank: 6363
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.

VLVLY vs. TSLA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Volvo AB ADR (VLVLY) and Tesla, Inc. (TSLA). 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.


VLVLYTSLADifference
Sharpe ratioReturn per unit of total volatility

+0.14

Sortino ratioReturn per unit of downside risk

+0.16

Omega ratioGain probability vs. loss probability

1.16

1.13

+0.03

Calmar ratioReturn relative to maximum drawdown

0.97

0.92

+0.06

Martin ratioReturn relative to average drawdown

2.96

2.10

+0.86

VLVLY vs. TSLA - Sharpe Ratio Comparison

The current VLVLY Sharpe Ratio is 0.76, which is comparable to the TSLA Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of VLVLY and TSLA, 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

VLVLY vs. TSLA - Drawdown Comparison

The maximum VLVLY drawdown since its inception was -50.35%, smaller than the maximum TSLA drawdown of -73.63%. Use the drawdown chart below to compare losses from any high point for VLVLY and TSLA.


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Drawdown Indicators


VLVLYTSLADifference

Max Drawdown

Largest peak-to-trough decline

-50.35%

-73.63%

+23.28%

Max Drawdown (1Y)

Largest decline over 1 year

-24.99%

-29.93%

+4.94%

Max Drawdown (3Y)

Largest decline over 3 years

-26.55%

-53.77%

+27.22%

Max Drawdown (5Y)

Largest decline over 5 years

-42.08%

-73.63%

+31.55%

Max Drawdown (10Y)

Largest decline over 10 years

-50.35%

-73.63%

+23.28%

Current Drawdown

Current decline from peak

-11.07%

-17.03%

+5.96%

Average Drawdown

Average peak-to-trough decline

-12.33%

-22.72%

+10.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.22%

13.06%

-4.84%

Volatility

VLVLY vs. TSLA - Volatility Comparison

The current volatility for Volvo AB ADR (VLVLY) is 11.02%, while Tesla, Inc. (TSLA) has a volatility of 14.25%. This indicates that VLVLY experiences smaller price fluctuations and is considered to be less risky than TSLA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VLVLYTSLADifference

Volatility (1M)

Calculated over the trailing 1-month period

11.02%

14.25%

-3.23%

Volatility (6M)

Calculated over the trailing 6-month period

24.74%

28.73%

-3.99%

Volatility (1Y)

Calculated over the trailing 1-year period

32.28%

44.49%

-12.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.55%

58.98%

-28.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.29%

59.14%

-26.85%

Dividends

VLVLY vs. TSLA - Dividend Comparison

VLVLY's dividend yield for the trailing twelve months is around 4.33%, while TSLA has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
TSLA
Tesla, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VLVLY
Volvo AB ADR
4.33%5.27%7.14%5.04%7.66%12.75%5.59%6.50%4.10%1.94%3.17%

Financials

VLVLY vs. TSLA - Financials Comparison

This section allows you to compare key financial metrics between Volvo AB ADR and Tesla, 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


20.00B40.00B60.00B80.00B100.00B120.00B140.00B20222023202420252026
110.77B
22.39B
(VLVLY) Total Revenue
(TSLA) Total Revenue
Please note, different currencies. VLVLY values in SEK, TSLA values in USD

VLVLY vs. TSLA - Profitability Comparison

The chart below illustrates the profitability comparison between Volvo AB ADR and Tesla, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

16.0%18.0%20.0%22.0%24.0%26.0%28.0%30.0%20222023202420252026
25.9%
21.1%
Portfolio components
VLVLY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported a gross profit of 28.72B and revenue of 110.77B. Therefore, the gross margin over that period was 25.9%.

TSLA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Tesla, Inc. reported a gross profit of 4.72B and revenue of 22.39B. Therefore, the gross margin over that period was 21.1%.

VLVLY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported an operating income of 10.95B and revenue of 110.77B, resulting in an operating margin of 9.9%.

TSLA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Tesla, Inc. reported an operating income of 941.00M and revenue of 22.39B, resulting in an operating margin of 4.2%.

VLVLY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported a net income of 8.32B and revenue of 110.77B, resulting in a net margin of 7.5%.

TSLA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Tesla, Inc. reported a net income of 491.00M and revenue of 22.39B, resulting in a net margin of 2.2%.


Frequently Asked Questions


VLVLY and TSLA have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TSLA has higher volatility (14.25%) compared to VLVLY (11.02%). In terms of maximum drawdown, VLVLY dropped -50.35% vs TSLA's -73.63%.

VLVLY currently has the higher Sharpe Ratio (0.76 vs 0.62), 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.

Portfolio Optimizer

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