Seasonality
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VTRS - Average growth of $100 invested at start of year
5 years of data
VTRS - Average returns for the respective month in the last 5 years
Dec is the seasonally strongest month over 5Y.
Dec averages +8.6% with a 83% win rate across 5 years of history.
Feb shows persistent seasonal weakness.
Feb averages -9.1% with only a 29% win rate across 5 years of history.
Q4 (Oct–Nov–Dec) is the seasonally strongest quarter.
The three months of Q4 combine for a +17.3% average return historically.
Q1 historically shows a slow seasonal start.
Q1 (Jan–Mar) averages -13.8% historically, with January alone posting a 67% win rate.
2026 YTD is tracking above the 5Y seasonal average.
At day 155 of the year, the current YTD return is +48.9% vs the historical average for the same point.
Monthly Returns Heatmap
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.14% | 14.06% | -8.74% | 10.58% | 9.63% | -2.34% | 10.58% | -7.57% | ||||
| 2025 | -9.40% | -18.17% | -4.45% | -3.33% | 5.89% | 1.59% | -2.13% | 22.08% | -6.16% | 4.65% | 4.38% | 16.46% |
| 2024 | 8.68% | 5.10% | -2.53% | -3.10% | -7.36% | 0.28% | 13.45% | 1.20% | -3.89% | -0.09% | 13.88% | -4.89% |
| 2023 | 9.25% | -6.25% | -14.66% | -3.01% | -0.67% | 9.07% | 5.51% | 3.20% | -8.28% | -9.74% | 4.48% | 17.97% |
| 2022 | 10.64% | -25.84% | -1.18% | -5.06% | 20.00% | -14.67% | -7.45% | -0.29% | -10.79% | 18.90% | 10.08% | 0.91% |
| 2021 | -9.34% | -12.60% | -5.93% | -4.80% | 15.40% | -6.23% | -1.54% | 4.76% | -7.38% | -1.48% | -7.01% | 9.91% |
| 2020 | -19.75% | -13.26% | 12.47% | 1.79% | -5.80% | 0.19% | 1.68% | -9.46% | -1.96% | 15.68% | 11.41% | |
| Avg | 2.50% | -9.06% | -7.25% | 0.54% | 6.38% | -2.58% | 2.66% | 5.44% | -7.66% | 1.71% | 6.92% | 8.63% |
VTRS Distribution of Daily Returns from 2021 to 2026
VTRS Distribution of Daily % Changes