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positive_eps_streak on VIRTUS INVESTMENT PARTNERS, INC. (VRTS)

SIC 6282 — Investment Advice · CIK 883237 · default direction: long

Definition

Fires on companies with consecutive years of positive earnings — quality compounder candidates. Surfaces stable franchises with earnings durability, not speculative growth.

Every time the signal fired on VRTS

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-272026-02-27+1.67%-3.09%-6.69%
FY20242025-02-282025-02-28-2.14%-3.26%-7.73%-6.79%-21.35%
FY20232024-02-282024-02-28+1.55%+7.37%+8.24%+1.24%-16.61%
FY20222023-02-272023-02-27+1.00%-2.90%-15.67%-8.87%+13.81%
FY20212022-02-252022-02-25-3.07%-11.23%-1.50%-25.90%-12.36%
FY20202021-02-262021-02-26+5.13%-1.99%-4.31%+11.35%+0.64%
FY20192020-02-272020-02-27-5.69%-12.44%-33.01%-21.78%+119.15%
FY20182019-02-272019-02-27-4.99%-7.90%-8.73%+1.72%+11.01%
FY20172018-02-272018-02-27-0.69%+1.94%-0.65%+1.17%-15.83%
FY20162017-02-272017-02-27-1.92%-1.30%-9.21%-6.82%+12.52%
FY20152016-02-242016-02-24+0.72%+5.84%-14.26%-13.31%+25.40%
FY20142015-03-022015-03-02-0.85%+0.92%+2.31%-4.18%-25.31%
FY20132014-10-272014-10-27+2.68%+8.65%-5.53%-15.41%-35.37%
FY20122013-03-012013-03-01+1.62%+9.65%+10.35%+41.08%+5.93%

Forward returns are stock returns from event date (next trading day after filing). Sign is raw stock direction; the trade direction is in the calibration table below.

Universe-wide calibration (this signal across all companies)

Horizonn eventsGross stock retHit rateTrade dirNet PnLCost (bps)r/σ net
1d21,256+0.05%+49.53%long-0.16%22-0.04
5d21,258+0.10%+50.10%long-0.10%22-0.00
20d21,218-0.80%+49.80%long-1.03%22-0.04
60d19,852+1.64%+54.15%long+1.48%22+0.04
252d19,501+13.65%+64.44%long+13.47%22+0.27

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See positive_eps_streak methodology for the full audit.


Data: /api/company/883237/financials