CVI vs. VRTS
CVI (CVR Energy, Inc.) and VRTS (Virtus Investment Partners, Inc.) are both stocks. CVI operates in Oil & Gas Refining & Marketing (Energy), while VRTS operates in Asset Management (Financial Services). Over the past 10 years, CVI returned 20.29%/yr vs 8.92%/yr for VRTS. At a 0.31 correlation, their price movements are largely independent.
Performance
CVI vs. VRTS - Performance Comparison
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Returns By Period
In the year-to-date period, CVI achieves a 42.18% return, which is significantly higher than VRTS's -10.86% return. Over the past 10 years, CVI has outperformed VRTS with an annualized return of 20.29%, while VRTS has yielded a comparatively lower 8.92% annualized return.
CVI
- 1D
- -0.42%
- 1M
- 4.14%
- YTD
- 42.18%
- 6M
- 5.42%
- 1Y
- 52.30%
- 3Y*
- 23.14%
- 5Y*
- 31.66%
- 10Y*
- 20.29%
VRTS
- 1D
- -4.31%
- 1M
- 1.04%
- YTD
- -10.86%
- 6M
- -10.87%
- 1Y
- -12.57%
- 3Y*
- -7.17%
- 5Y*
- -10.30%
- 10Y*
- 8.92%
CVI vs. VRTS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CVI CVR Energy, Inc. | 42.18% | 51.83% | -34.88% | 11.51% | 210.18% | 25.69% | -61.31% | 25.44% | -0.80% | 59.94% |
VRTS Virtus Investment Partners, Inc. | -10.86% | -22.12% | -5.56% | 30.90% | -33.50% | 38.98% | 82.52% | 56.62% | -29.81% | -0.99% |
Correlation
The correlation between CVI and VRTS is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2009 | 0.31 |
Over the past year, the correlation between CVI and VRTS has dropped to 0.02 - well below their long-term average of 0.31, suggesting their price drivers have been diverging.
Fundamentals
CVI:
$3.57B
VRTS:
$959.17M
CVI:
-$0.42
VRTS:
$16.98
CVI:
0.48
VRTS:
1.21
CVI:
6.63
VRTS:
1.05
CVI:
$7.50B
VRTS:
$799.77M
CVI:
-$1.54B
VRTS:
$646.06M
CVI:
$441.00M
VRTS:
$384.75M
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Return for Risk
CVI vs. VRTS — Risk / Return Rank
CVI
VRTS
CVI vs. VRTS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CVR Energy, Inc. (CVI) and Virtus Investment Partners, Inc. (VRTS). 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.
| CVI | VRTS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.39 | ||
| Sortino ratioReturn per unit of downside risk | +1.92 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.96 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.09 | -0.32 | +1.41 |
| Martin ratioReturn relative to average drawdown | 2.38 | -0.57 | +2.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CVI | VRTS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | -0.37 | +1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | -0.29 | +0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.23 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.42 | -0.21 |
Drawdowns
CVI vs. VRTS - Drawdown Comparison
The maximum CVI drawdown since its inception was -92.39%, which is greater than VRTS's maximum drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for CVI and VRTS.
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Drawdown Indicators
| CVI | VRTS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.39% | -74.36% | -18.03% |
Max Drawdown (1Y)Largest decline over 1 year | -48.21% | -38.95% | -9.26% |
Max Drawdown (3Y)Largest decline over 3 years | -56.17% | -46.59% | -9.58% |
Max Drawdown (5Y)Largest decline over 5 years | -56.17% | -55.50% | -0.67% |
Max Drawdown (10Y)Largest decline over 10 years | -80.26% | -58.70% | -21.56% |
Current DrawdownCurrent decline from peak | -9.60% | -49.15% | +39.55% |
Average DrawdownAverage peak-to-trough decline | -35.18% | -31.46% | -3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.04% | 22.26% | -0.22% |
Volatility
CVI vs. VRTS - Volatility Comparison
CVR Energy, Inc. (CVI) has a higher volatility of 14.58% compared to Virtus Investment Partners, Inc. (VRTS) at 10.57%. This indicates that CVI's price experiences larger fluctuations and is considered to be riskier than VRTS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CVI | VRTS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.58% | 10.57% | +4.01% |
Volatility (6M)Calculated over the trailing 6-month period | 40.17% | 26.14% | +14.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.62% | 34.18% | +17.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 58.18% | 35.88% | +22.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.08% | 38.59% | +20.49% |
Dividends
CVI vs. VRTS - Dividend Comparison
CVI's dividend yield for the trailing twelve months is around 1.32%, less than VRTS's 6.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVI CVR Energy, Inc. | 1.32% | 8.88% | 8.00% | 14.85% | 32.04% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% |
VRTS Virtus Investment Partners, Inc. | 6.71% | 5.61% | 3.60% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% |
Financials
CVI vs. VRTS - Financials Comparison
This section allows you to compare key financial metrics between CVR Energy, Inc. and Virtus Investment Partners, 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
CVI and VRTS have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CVI has higher volatility (14.58%) compared to VRTS (10.57%). In terms of maximum drawdown, CVI dropped -92.39% vs VRTS's -74.36%.
CVI currently has the higher Sharpe Ratio (1.02 vs -0.37), 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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