Virtus Investment Partners, Stock Alpha and Beta Analysis
| VRTS Stock | USD 239.40 4.92 2.10% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Virtus Investment Partners,. It also helps investors analyze the systematic and unsystematic risks associated with investing in Virtus Investment over a specified time horizon. Remember, high Virtus Investment's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Virtus Investment's market risk premium analysis include:
Beta 2.12 | Alpha 0.0152 | Risk 2.09 | Sharpe Ratio 0.1 | Expected Return 0.21 |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Virtus |
Virtus Investment Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Virtus Investment market risk premium is the additional return an investor will receive from holding Virtus Investment long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Virtus Investment. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Virtus Investment's performance over market.| α | 0.02 | β | 2.12 |
Virtus Investment expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Virtus Investment's Buy-and-hold return. Our buy-and-hold chart shows how Virtus Investment performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Virtus Investment Market Price Analysis
Market price analysis indicators help investors to evaluate how Virtus Investment stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Virtus Investment shares will generate the highest return on investment. By understating and applying Virtus Investment stock market price indicators, traders can identify Virtus Investment position entry and exit signals to maximize returns.
Virtus Investment Return and Market Media
The median price of Virtus Investment for the period between Sat, Aug 24, 2024 and Fri, Nov 22, 2024 is 207.59 with a coefficient of variation of 6.29. The daily time series for the period is distributed with a sample standard deviation of 13.39, arithmetic mean of 212.75, and mean deviation of 10.78. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Duff Phelps Utility and Infrastructure Fund Inc. Discloses Sources of Distribution - Section 19 Notice | 09/09/2024 |
2 | Acquisition by Purkalitis Andra C of 648 shares of Virtus Investment subject to Rule 16b-3 | 09/20/2024 |
3 | Virtus Total Return Fund Inc. Discloses Sources of Distribution Section 19 Notice | 09/24/2024 |
4 | Virtus Investment Partners Is Paying Out A Larger Dividend Than Last Year | 10/11/2024 |
5 | Virtus Investment Partners Inc Shares Up 4.14 percent on Oct 28 | 10/28/2024 |
6 | Virtus Investment Partners, Inc. Q3 2024 Earnings Call Transcript | 10/29/2024 |
7 | Apollos Race Toward Private-Credit ETFs to Face SEC Scrutiny | 11/01/2024 |
8 | Disposition of 400 shares by Fleming Susan S. of Virtus Investment subject to Rule 16b-3 | 11/05/2024 |
9 | Virtus Investment Partners report MM decline in October AUM | 11/12/2024 |
| Virtus Investment dividend paid on 13th of November 2024 | 11/13/2024 |
About Virtus Investment Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Virtus or other stocks. Alpha measures the amount that position in Virtus Investment has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2021 | 2022 | 2023 | 2024 (projected) | Dividend Yield | 0.0138 | 0.0334 | 0.0297 | 0.0166 | Price To Sales Ratio | 2.34 | 1.6 | 2.08 | 3.56 |
Virtus Investment Upcoming Company Events
As portrayed in its financial statements, the presentation of Virtus Investment's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Virtus Investment's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Virtus Investment's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Virtus Investment. Please utilize our Beneish M Score to check the likelihood of Virtus Investment's management manipulating its earnings.
| 2nd of February 2024 Upcoming Quarterly Report | View | |
| 26th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 2nd of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Build Portfolio with Virtus Investment
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Additional Tools for Virtus Stock Analysis
When running Virtus Investment's price analysis, check to measure Virtus Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Virtus Investment is operating at the current time. Most of Virtus Investment's value examination focuses on studying past and present price action to predict the probability of Virtus Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Virtus Investment's price. Additionally, you may evaluate how the addition of Virtus Investment to your portfolios can decrease your overall portfolio volatility.