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VTR vs. MAIN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VTR and MAIN is 0.28, 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

VTR vs. MAIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ventas, Inc. (VTR) and Main Street Capital Corporation (MAIN). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
20.01%
18.32%
VTR
MAIN

Key characteristics

Sharpe Ratio

VTR:

1.13

MAIN:

3.07

Sortino Ratio

VTR:

1.69

MAIN:

3.90

Omega Ratio

VTR:

1.20

MAIN:

1.59

Calmar Ratio

VTR:

0.73

MAIN:

4.49

Martin Ratio

VTR:

3.12

MAIN:

17.25

Ulcer Index

VTR:

7.55%

MAIN:

2.50%

Daily Std Dev

VTR:

20.83%

MAIN:

14.08%

Max Drawdown

VTR:

-83.92%

MAIN:

-64.53%

Current Drawdown

VTR:

-11.36%

MAIN:

0.00%

Fundamentals

Market Cap

VTR:

$25.26B

MAIN:

$4.90B

EPS

VTR:

-$0.14

MAIN:

$5.53

PEG Ratio

VTR:

2.28

MAIN:

2.09

Total Revenue (TTM)

VTR:

$4.80B

MAIN:

$521.06M

Gross Profit (TTM)

VTR:

$285.12M

MAIN:

$489.22M

EBITDA (TTM)

VTR:

$1.88B

MAIN:

$571.18M

Returns By Period

In the year-to-date period, VTR achieves a 21.38% return, which is significantly lower than MAIN's 42.00% return. Over the past 10 years, VTR has underperformed MAIN with an annualized return of 4.61%, while MAIN has yielded a comparatively higher 15.27% annualized return.


VTR

YTD

21.38%

1M

-7.27%

6M

18.11%

1Y

22.31%

5Y*

4.85%

10Y*

4.61%

MAIN

YTD

42.00%

1M

5.62%

6M

18.27%

1Y

43.00%

5Y*

13.95%

10Y*

15.27%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

VTR vs. MAIN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) and Main Street Capital Corporation (MAIN). 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 VTR, currently valued at 1.13, compared to the broader market-4.00-2.000.002.001.133.07
The chart of Sortino ratio for VTR, currently valued at 1.69, compared to the broader market-4.00-2.000.002.004.001.693.90
The chart of Omega ratio for VTR, currently valued at 1.20, compared to the broader market0.501.001.502.001.201.59
The chart of Calmar ratio for VTR, currently valued at 0.73, compared to the broader market0.002.004.006.000.734.49
The chart of Martin ratio for VTR, currently valued at 3.12, compared to the broader market-5.000.005.0010.0015.0020.0025.003.1217.25
VTR
MAIN

The current VTR Sharpe Ratio is 1.13, which is lower than the MAIN Sharpe Ratio of 3.07. The chart below compares the historical Sharpe Ratios of VTR and MAIN, 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 Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.13
3.07
VTR
MAIN

Dividends

VTR vs. MAIN - Dividend Comparison

VTR's dividend yield for the trailing twelve months is around 3.05%, less than MAIN's 7.34% yield.


TTM20232022202120202019201820172016201520142013
VTR
Ventas, Inc.
3.05%3.61%4.00%3.52%4.37%5.49%5.40%5.19%4.74%5.04%4.72%5.45%
MAIN
Main Street Capital Corporation
7.34%8.70%7.97%5.74%6.99%6.76%8.43%7.02%7.42%9.15%8.72%8.18%

Drawdowns

VTR vs. MAIN - Drawdown Comparison

The maximum VTR drawdown since its inception was -83.92%, which is greater than MAIN's maximum drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for VTR and MAIN. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.36%
0
VTR
MAIN

Volatility

VTR vs. MAIN - Volatility Comparison

Ventas, Inc. (VTR) has a higher volatility of 5.55% compared to Main Street Capital Corporation (MAIN) at 3.10%. This indicates that VTR's price experiences larger fluctuations and is considered to be riskier than MAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
5.55%
3.10%
VTR
MAIN

Financials

VTR vs. MAIN - Financials Comparison

This section allows you to compare key financial metrics between Ventas, Inc. and Main Street Capital Corporation. 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
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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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