PortfoliosLab logo
VTS vs. BX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VTS and BX is 0.30, 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.


Performance

VTS vs. BX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vitesse Energy Inc (VTS) and The Blackstone Group Inc. (BX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

VTS:

0.00

BX:

0.61

Sortino Ratio

VTS:

0.11

BX:

1.21

Omega Ratio

VTS:

1.01

BX:

1.16

Calmar Ratio

VTS:

-0.11

BX:

0.71

Martin Ratio

VTS:

-0.31

BX:

1.81

Ulcer Index

VTS:

9.44%

BX:

15.28%

Daily Std Dev

VTS:

33.94%

BX:

38.89%

Max Drawdown

VTS:

-27.11%

BX:

-87.65%

Current Drawdown

VTS:

-18.23%

BX:

-23.97%

Fundamentals

Market Cap

VTS:

$827.49M

BX:

$169.11B

EPS

VTS:

$0.79

BX:

$3.29

PE Ratio

VTS:

27.13

BX:

42.37

PS Ratio

VTS:

3.67

BX:

13.67

PB Ratio

VTS:

1.17

BX:

13.05

Total Revenue (TTM)

VTS:

$246.98M

BX:

$11.95B

Gross Profit (TTM)

VTS:

$118.71M

BX:

$11.95B

EBITDA (TTM)

VTS:

$142.72M

BX:

$6.03B

Returns By Period

In the year-to-date period, VTS achieves a -9.51% return, which is significantly higher than BX's -12.23% return.


VTS

YTD

-9.51%

1M

8.18%

6M

-15.90%

1Y

0.03%

5Y*

N/A

10Y*

N/A

BX

YTD

-12.23%

1M

17.98%

6M

-17.38%

1Y

23.34%

5Y*

28.88%

10Y*

19.02%

*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

VTS vs. BX — Risk-Adjusted Performance Rank

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

VTS
The Risk-Adjusted Performance Rank of VTS is 4242
Overall Rank
The Sharpe Ratio Rank of VTS is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of VTS is 3939
Sortino Ratio Rank
The Omega Ratio Rank of VTS is 3939
Omega Ratio Rank
The Calmar Ratio Rank of VTS is 4141
Calmar Ratio Rank
The Martin Ratio Rank of VTS is 4242
Martin Ratio Rank

BX
The Risk-Adjusted Performance Rank of BX is 7373
Overall Rank
The Sharpe Ratio Rank of BX is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of BX is 7272
Sortino Ratio Rank
The Omega Ratio Rank of BX is 7171
Omega Ratio Rank
The Calmar Ratio Rank of BX is 7878
Calmar Ratio Rank
The Martin Ratio Rank of BX is 7171
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.

VTS vs. BX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vitesse Energy Inc (VTS) and The Blackstone Group Inc. (BX). 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.


The current VTS Sharpe Ratio is 0.00, which is lower than the BX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of VTS and BX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

VTS vs. BX - Dividend Comparison

VTS has not paid dividends to shareholders, while BX's dividend yield for the trailing twelve months is around 2.72%.


TTM20242023202220212020201920182017201620152014
VTS
Vitesse Energy Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BX
The Blackstone Group Inc.
2.72%2.00%2.54%6.66%2.76%2.95%3.43%8.12%7.25%8.44%9.76%5.57%

Drawdowns

VTS vs. BX - Drawdown Comparison

The maximum VTS drawdown since its inception was -27.11%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for VTS and BX. For additional features, visit the drawdowns tool.


Loading data...

Volatility

VTS vs. BX - Volatility Comparison

The current volatility for Vitesse Energy Inc (VTS) is 13.19%, while The Blackstone Group Inc. (BX) has a volatility of 14.48%. This indicates that VTS experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

VTS vs. BX - Financials Comparison

This section allows you to compare key financial metrics between Vitesse Energy Inc and The Blackstone Group 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


0.001.00B2.00B3.00B4.00B5.00B6.00BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
66.17M
2.83B
(VTS) Total Revenue
(BX) Total Revenue
Values in USD except per share items

VTS vs. BX - Profitability Comparison

The chart below illustrates the profitability comparison between Vitesse Energy Inc and The Blackstone Group Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
100.0%
100.0%
(VTS) Gross Margin
(BX) Gross Margin
VTS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Vitesse Energy Inc reported a gross profit of 66.17M and revenue of 66.17M. Therefore, the gross margin over that period was 100.0%.

BX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported a gross profit of 2.83B and revenue of 2.83B. Therefore, the gross margin over that period was 100.0%.

VTS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Vitesse Energy Inc reported an operating income of 5.38M and revenue of 66.17M, resulting in an operating margin of 8.1%.

BX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported an operating income of 1.45B and revenue of 2.83B, resulting in an operating margin of 51.4%.

VTS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Vitesse Energy Inc reported a net income of 2.67M and revenue of 66.17M, resulting in a net margin of 4.0%.

BX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported a net income of 614.85M and revenue of 2.83B, resulting in a net margin of 21.8%.