45/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.
Trailing 1 year (4 quarters): 7 wins, 5 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.
| Quarter | Total return | Revenue growth | EPS growth | Net marginNon-scoring | Trailing P/ENon-scoring | Price/bookNon-scoring | CEO quarterly payNon-scoring | Implied DilutionNon-scoring | Implied BuybackNon-scoring |
|---|---|---|---|---|---|---|---|---|---|
| 2026-Q22/3 |
WinVATE / S&P 228.70% / 15.20% |
WinVATE / S&P 52.38% / 15.00% |
LoseVATE / S&P -69.66% / 50.40% |
Non-scoringVATE / S&P -1.48% / 15.70% | Non-scoringVATE / S&P VATE unavailable / 28.47 | Non-scoringVATE / S&P VATE unavailable / S&P unavailable | Non-scoringVATE / S&P VATE unavailable / S&P unavailable | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.36b |
| 2026-Q12/3 |
WinVATE / S&P 25.66% / -4.33% |
WinVATE / S&P 25.37% / 11.30% |
LoseVATE / S&P 23.62% / 27.70% |
Non-scoringVATE / S&P -3.96% / 14.80% | Non-scoringVATE / S&P VATE unavailable / 25.43 | Non-scoringVATE / S&P VATE unavailable / S&P unavailable | Non-scoringVATE / S&P VATE unavailable / S&P unavailable | Non-scoringVATE / S&P VATE unavailable / $0.27b | Non-scoringVATE / S&P VATE unavailable / $0.00b |
| 2025-Q42/3 |
LoseVATE / S&P -7.57% / 2.65% |
WinVATE / S&P 12.55% / 9.00% |
WinVATE / S&P 29.07% / 13.40% |
Non-scoringVATE / S&P -4.86% / 13.20% | Non-scoringVATE / S&P VATE unavailable / 28.48 | Non-scoringVATE / S&P VATE unavailable / 5.39 | Non-scoringVATE / S&P VATE unavailable / $4.42m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.20b |
| 2025-Q31/3 |
LoseVATE / S&P -5.05% / 8.12% |
LoseVATE / S&P -10.69% / 4.61% |
WinVATE / S&P 58.10% / 13.45% |
Non-scoringVATE / S&P -6.35% / 11.78% | Non-scoringVATE / S&P VATE unavailable / 28.13 | Non-scoringVATE / S&P VATE unavailable / 5.27 | Non-scoringVATE / S&P VATE unavailable / $4.42m | Non-scoringVATE / S&P VATE unavailable / $0.11b | Non-scoringVATE / S&P VATE unavailable / $0.00b |
| 2025-Q21/3 |
LoseVATE / S&P -34.23% / 10.94% |
LoseVATE / S&P -27.08% / 4.83% |
WinVATE / S&P 84.08% / 10.63% |
Non-scoringVATE / S&P -7.63% / 11.45% | Non-scoringVATE / S&P VATE unavailable / 27.10 | Non-scoringVATE / S&P VATE unavailable / 5.01 | Non-scoringVATE / S&P VATE unavailable / $4.42m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.23b |
| 2025-Q11/3 |
WinVATE / S&P 58.50% / -4.27% |
LoseVATE / S&P -24.94% / 4.98% |
LoseVATE / S&P -23.61% / 10.57% |
Non-scoringVATE / S&P -3.91% / 11.39% | Non-scoringVATE / S&P VATE unavailable / 26.23 | Non-scoringVATE / S&P VATE unavailable / 4.69 | Non-scoringVATE / S&P VATE unavailable / $4.42m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.10b |
| 2024-Q42/3 |
WinVATE / S&P 33.51% / 2.41% |
LoseVATE / S&P -22.20% / 5.25% |
WinVATE / S&P 55.60% / 6.15% |
Non-scoringVATE / S&P -3.13% / 11.29% | Non-scoringVATE / S&P VATE unavailable / 28.60 | Non-scoringVATE / S&P VATE unavailable / 4.99 | Non-scoringVATE / S&P VATE unavailable / $4.28m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.08b |
| 2024-Q31/3 |
LoseVATE / S&P -38.33% / 5.89% |
LoseVATE / S&P -16.30% / 5.89% |
WinVATE / S&P 179.69% / 6.11% |
Non-scoringVATE / S&P -2.22% / 10.87% | Non-scoringVATE / S&P VATE unavailable / 28.09 | Non-scoringVATE / S&P VATE unavailable / 4.94 | Non-scoringVATE / S&P VATE unavailable / $4.28m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.21b |
| 2024-Q21/3 |
LoseVATE / S&P -14.29% / 4.28% |
LoseVATE / S&P -10.16% / 5.38% |
WinVATE / S&P 656.82% / 5.12% |
Non-scoringVATE / S&P -1.41% / 10.85% | Non-scoringVATE / S&P VATE unavailable / 27.64 | Non-scoringVATE / S&P VATE unavailable / 4.79 | Non-scoringVATE / S&P VATE unavailable / $4.28m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.36b |
| 2024-Q11/3 |
LoseVATE / S&P -43.09% / 10.56% |
LoseVATE / S&P -7.92% / 5.71% |
WinVATE / S&P 816.33% / 5.59% |
Non-scoringVATE / S&P -3.07% / 10.81% | Non-scoringVATE / S&P VATE unavailable / 27.02 | Non-scoringVATE / S&P VATE unavailable / 4.71 | Non-scoringVATE / S&P VATE unavailable / $4.28m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.12b |
| 2023-Q41/3 |
LoseVATE / S&P -24.07% / 11.69% |
LoseVATE / S&P -13.09% / 6.81% |
WinVATE / S&P 346.30% / 7.78% |
Non-scoringVATE / S&P -2.47% / 11.19% | Non-scoringVATE / S&P VATE unavailable / 24.35 | Non-scoringVATE / S&P VATE unavailable / 4.31 | Non-scoringVATE / S&P VATE unavailable / $4.08m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.01b |
| 2023-Q31/3 |
LoseVATE / S&P -7.43% / -3.27% |
LoseVATE / S&P -9.34% / 7.52% |
WinVATE / S&P 150.98% / -5.03% |
Non-scoringVATE / S&P -2.15% / 10.84% | Non-scoringVATE / S&P VATE unavailable / 23.93 | Non-scoringVATE / S&P VATE unavailable / 3.98 | Non-scoringVATE / S&P VATE unavailable / $4.08m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.24b |
| 2023-Q20/3 |
LoseVATE / S&P -41.08% / 8.74% |
LoseVATE / S&P -4.74% / 9.50% |
LoseVATE / S&P -86.12% / -8.57% |
Non-scoringVATE / S&P -1.97% / 10.88% | Non-scoringVATE / S&P VATE unavailable / 24.01 | Non-scoringVATE / S&P VATE unavailable / 4.19 | Non-scoringVATE / S&P VATE unavailable / $4.08m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.17b |
| 2023-Q11/3 |
WinVATE / S&P 58.82% / 7.50% |
LoseVATE / S&P 6.65% / 10.77% |
LoseVATE / S&P -85.15% / -15.69% |
Non-scoringVATE / S&P -2.11% / 10.82% | Non-scoringVATE / S&P VATE unavailable / 22.66 | Non-scoringVATE / S&P VATE unavailable / 3.93 | Non-scoringVATE / S&P VATE unavailable / $4.08m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.13b |
| 2022-Q42/3 |
WinVATE / S&P 167.14% / 7.56% |
WinVATE / S&P 35.85% / 11.88% |
LoseVATE / S&P -81.82% / -17.99% |
Non-scoringVATE / S&P -2.19% / 11.09% | Non-scoringVATE / S&P VATE unavailable / 22.65 | Non-scoringVATE / S&P VATE unavailable / 3.75 | Non-scoringVATE / S&P VATE unavailable / $3.70m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.15b |
| 2022-Q31/3 |
LoseVATE / S&P -59.54% / -4.88% |
WinVATE / S&P 64.18% / 13.47% |
LoseVATE / S&P -82.41% / -1.41% |
Non-scoringVATE / S&P -2.15% / 12.28% | Non-scoringVATE / S&P VATE unavailable / 20.58 | Non-scoringVATE / S&P VATE unavailable / 3.60 | Non-scoringVATE / S&P VATE unavailable / $3.70m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.17b |
| 2022-Q22/3 |
LoseVATE / S&P -53.12% / -16.10% |
WinVATE / S&P 108.69% / 13.71% |
WinVATE / S&P 509.62% / 11.04% |
Non-scoringVATE / S&P -15.14% / 13.03% | Non-scoringVATE / S&P VATE unavailable / 20.28 | Non-scoringVATE / S&P VATE unavailable / 3.78 | Non-scoringVATE / S&P VATE unavailable / $3.70m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.17b |
| 2022-Q12/3 |
WinVATE / S&P -0.27% / -4.60% |
WinVATE / S&P 105.98% / 15.97% |
LoseVATE / S&P -8350.00% / 42.23% |
Non-scoringVATE / S&P -17.46% / 14.22% | Non-scoringVATE / S&P VATE unavailable / 22.19 | Non-scoringVATE / S&P VATE unavailable / 4.51 | Non-scoringVATE / S&P VATE unavailable / $3.70m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.20b |
| 2021-Q41/3 |
LoseVATE / S&P -9.76% / 11.03% |
WinVATE / S&P 68.11% / 15.00% |
LoseVATE / S&P 53.89% / 96.40% |
Non-scoringVATE / S&P -18.88% / 15.13% | Non-scoringVATE / S&P VATE unavailable / 23.63 | Non-scoringVATE / S&P VATE unavailable / 4.73 | Non-scoringVATE / S&P VATE unavailable / $3.63m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.13b |
| 2021-Q32/3 |
WinVATE / S&P 3.02% / 0.58% |
WinVATE / S&P 442.48% / 10.77% |
LoseVATE / S&P 9.02% / 69.42% |
Non-scoringVATE / S&P -23.02% / 14.13% | Non-scoringVATE / S&P VATE unavailable / 25.35 | Non-scoringVATE / S&P VATE unavailable / 4.38 | Non-scoringVATE / S&P VATE unavailable / $3.63m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.19b |
| 2021-Q21/3 |
LoseVATE / S&P 1.02% / 8.55% |
WinVATE / S&P 111.66% / 6.58% |
LoseVATE / S&P -78.78% / 51.81% |
Non-scoringVATE / S&P -4.31% / 13.34% | Non-scoringVATE / S&P VATE unavailable / 26.70 | Non-scoringVATE / S&P 6.34 / 4.43 | Non-scoringVATE / S&P VATE unavailable / $3.63m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.11b |
| 2021-Q12/3 |
WinVATE / S&P 20.86% / 6.17% |
WinVATE / S&P 21.11% / -1.06% |
LoseVATE / S&P -101.55% / 7.39% |
Non-scoringVATE / S&P 0.53% / 11.60% | Non-scoringVATE / S&P 825.95 / 30.50 | Non-scoringVATE / S&P 7.84 / 4.23 | Non-scoringVATE / S&P VATE unavailable / $3.63m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.10b |
| 2020-Q42/3 |
WinVATE / S&P 34.71% / 12.15% |
LoseVATE / S&P -5.12% / -3.72% |
WinVATE / S&P 138.27% / -33.42% |
Non-scoringVATE / S&P -12.83% / 8.86% | Non-scoringVATE / S&P VATE unavailable / 39.26 | Non-scoringVATE / S&P 4.47 / 4.05 | Non-scoringVATE / S&P VATE unavailable / $3.17m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.01b |
| 2020-Q30/3 |
LoseVATE / S&P -27.54% / 8.93% |
LoseVATE / S&P -88.40% / -2.04% |
LoseVATE / S&P VATE unavailable / -27.10% |
Non-scoringVATE / S&P -64.93% / 9.24% | Non-scoringVATE / S&P VATE unavailable / 34.27 | Non-scoringVATE / S&P 3.08 / 3.65 | Non-scoringVATE / S&P VATE unavailable / $3.17m | Non-scoringVATE / S&P VATE unavailable / $0.02b | Non-scoringVATE / S&P VATE unavailable / $0.00b |
| 2020-Q20/3 |
LoseVATE / S&P VATE unavailable / 20.54% |
LoseVATE / S&P -78.34% / -0.46% |
LoseVATE / S&P VATE unavailable / -27.11% |
Non-scoringVATE / S&P -29.94% / 9.37% | Non-scoringVATE / S&P VATE unavailable / 31.29 | Non-scoringVATE / S&P 4.87 / 3.44 | Non-scoringVATE / S&P VATE unavailable / $3.17m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.03b |
| 2020-Q10/3 |
LoseVATE / S&P VATE unavailable / -19.60% |
LoseVATE / S&P -66.32% / 3.47% |
LoseVATE / S&P VATE unavailable / -14.75% |
Non-scoringVATE / S&P -19.29% / 10.68% | Non-scoringVATE / S&P VATE unavailable / 22.80 | Non-scoringVATE / S&P 51.07 / 2.92 | Non-scoringVATE / S&P VATE unavailable / $3.17m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.05b |
| 2019-Q40/3 |
LoseVATE / S&P VATE unavailable / 9.07% |
LoseVATE / S&P -57.41% / 5.36% |
LoseVATE / S&P VATE unavailable / 2.99% |
Non-scoringVATE / S&P -4.17% / 12.81% | Non-scoringVATE / S&P VATE unavailable / 22.78 | Non-scoringVATE / S&P 2.86 / 3.53 | Non-scoringVATE / S&P VATE unavailable / $3.08m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.05b |
| 2019-Q30/3 |
LoseVATE / S&P VATE unavailable / 1.70% |
LoseVATE / S&P -9.41% / 5.02% |
LoseVATE / S&P VATE unavailable / 0.21% |
Non-scoringVATE / S&P -0.78% / 12.41% | Non-scoringVATE / S&P VATE unavailable / 22.44 | Non-scoringVATE / S&P 2.66 / 3.30 | Non-scoringVATE / S&P VATE unavailable / $3.08m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.09b |
| 2019-Q20/3 |
LoseVATE / S&P VATE unavailable / 4.30% |
LoseVATE / S&P 0.51% / 6.64% |
LoseVATE / S&P VATE unavailable / 8.65% |
Non-scoringVATE / S&P 8.90% / 12.79% | Non-scoringVATE / S&P 7.28 / 21.37 | Non-scoringVATE / S&P 3.27 / 3.32 | Non-scoringVATE / S&P VATE unavailable / $3.08m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.27b |
| 2019-Q11/3 |
LoseVATE / S&P VATE unavailable / 13.65% |
WinVATE / S&P 11.51% / 8.12% |
LoseVATE / S&P VATE unavailable / 14.29% |
Non-scoringVATE / S&P 11.29% / 12.97% | Non-scoringVATE / S&P 5.75 / 20.86 | Non-scoringVATE / S&P 4.79 / 3.26 | Non-scoringVATE / S&P VATE unavailable / $3.08m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $34.35b |
| 2018-Q41/3 |
LoseVATE / S&P VATE unavailable / -13.52% |
WinVATE / S&P 16.83% / 9.05% |
LoseVATE / S&P VATE unavailable / 18.23% |
Non-scoringVATE / S&P 9.14% / 13.10% | Non-scoringVATE / S&P 7.31 / 19.39 | Non-scoringVATE / S&P 13.46 / 2.94 | Non-scoringVATE / S&P VATE unavailable / $3.00m | Non-scoringVATE / S&P VATE unavailable / $0.01b | Non-scoringVATE / S&P VATE unavailable / $0.00b |
| 2018-Q31/3 |
LoseVATE / S&P VATE unavailable / 7.71% |
WinVATE / S&P 22.89% / 10.21% |
LoseVATE / S&P VATE unavailable / 19.06% |
Non-scoringVATE / S&P 9.54% / 13.01% | Non-scoringVATE / S&P 16.56 / 22.25 | Non-scoringVATE / S&P 14.84 / 3.45 | Non-scoringVATE / S&P VATE unavailable / $3.00m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.17b |
| 2018-Q21/3 |
LoseVATE / S&P VATE unavailable / 3.43% |
WinVATE / S&P 13.91% / 9.03% |
LoseVATE / S&P VATE unavailable / 14.46% |
Non-scoringVATE / S&P 0.36% / 12.56% | Non-scoringVATE / S&P 442.45 / 22.49 | Non-scoringVATE / S&P 50.96 / 3.25 | Non-scoringVATE / S&P VATE unavailable / $3.00m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.19b |
| 2018-Q10/3 |
LoseVATE / S&P VATE unavailable / -0.76% |
LoseVATE / S&P 4.68% / 7.68% |
LoseVATE / S&P VATE unavailable / 12.46% |
Non-scoringVATE / S&P -4.37% / 12.27% | Non-scoringVATE / S&P VATE unavailable / 23.41 | Non-scoringVATE / S&P 163.23 / 3.17 | Non-scoringVATE / S&P VATE unavailable / $3.00m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.08b |
| 2017-Q41/3 |
LoseVATE / S&P VATE unavailable / 6.64% |
WinVATE / S&P 7.26% / 7.03% |
LoseVATE / S&P VATE unavailable / 13.82% |
Non-scoringVATE / S&P -3.09% / 12.09% | Non-scoringVATE / S&P VATE unavailable / 24.25 | Non-scoringVATE / S&P 35.97 / 3.23 | Non-scoringVATE / S&P VATE unavailable / $2.92m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.05b |
| 2017-Q31/3 |
LoseVATE / S&P VATE unavailable / 4.48% |
LoseVATE / S&P -3.46% / 5.68% |
WinVATE / S&P 83.78% / 17.57% |
Non-scoringVATE / S&P -7.07% / 12.04% | Non-scoringVATE / S&P VATE unavailable / 23.28 | Non-scoringVATE / S&P 36.04 / 3.08 | Non-scoringVATE / S&P VATE unavailable / $2.92m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.11b |
| 2017-Q22/3 |
LoseVATE / S&P VATE unavailable / 3.09% |
WinVATE / S&P 9.76% / 4.83% |
WinVATE / S&P 69.33% / 17.74% |
Non-scoringVATE / S&P -6.76% / 11.96% | Non-scoringVATE / S&P VATE unavailable / 23.40 | Non-scoringVATE / S&P 49.35 / 3.03 | Non-scoringVATE / S&P VATE unavailable / $2.92m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.08b |
| 2017-Q11/3 |
LoseVATE / S&P VATE unavailable / 6.07% |
WinVATE / S&P 18.16% / 3.67% |
LoseVATE / S&P 8.49% / 13.32% |
Non-scoringVATE / S&P -5.33% / 11.75% | Non-scoringVATE / S&P VATE unavailable / 23.60 | Non-scoringVATE / S&P 58.80 / 3.01 | Non-scoringVATE / S&P VATE unavailable / $2.92m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $20.24b |
| 2016-Q42/3 |
LoseVATE / S&P VATE unavailable / 3.82% |
WinVATE / S&P 26.63% / 2.09% |
WinVATE / S&P 89.93% / 7.05% |
Non-scoringVATE / S&P -6.68% / 11.37% | Non-scoringVATE / S&P VATE unavailable / 23.76 | Non-scoringVATE / S&P 56.08 / 2.91 | Non-scoringVATE / S&P VATE unavailable / $2.88m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $1.11b |
| 2016-Q32/3 |
LoseVATE / S&P VATE unavailable / 3.85% |
WinVATE / S&P 47.91% / 0.20% |
WinVATE / S&P 184.62% / -3.15% |
Non-scoringVATE / S&P -3.05% / 10.82% | Non-scoringVATE / S&P VATE unavailable / 24.22 | Non-scoringVATE / S&P 13.63 / 2.78 | Non-scoringVATE / S&P VATE unavailable / $2.88m | Non-scoringVATE / S&P VATE unavailable / $0.00b | Non-scoringVATE / S&P VATE unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | VATE total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 43.07% | 20.78% |
| Annualized return | 43.07% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | VATE total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -78.79% | 83.14% |
| Annualized return | -26.67% | 12.86% |
10Y · 2020-05-14 to 2026-08-27
| Metric | VATE total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -67.75% | 319.30% |
| Annualized return | -10.70% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
- Net margin, P/E, P/B and other gray context columns never enter the score.
Snapshot captured 2026-09-04.