SFNC vs VRTS: Correlation
Simmons First National Corporation (SFNC) and Virtus Investment Partners, Inc. (VRTS) show a strong relationship: their 3-year correlation of weekly returns is 0.63.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are SFNC and VRTS?
Over the past 3 years, SFNC and VRTS moved with a correlation of 0.63, which is strong. The past 12 months show a weaker link (0.26) than the 3-year average (0.63). Over 5 years the correlation is 0.56, and the annualized covariance of weekly returns is 558.7 %².
By 3-year correlation, VRTS places #8 of the 19 assets tracked against SFNC. The last year tells two different stories: SFNC led by 25.3 percentage points, +13.5% for SFNC against -11.8% for VRTS.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
SFNC vs VRTS: side by side
| SFNC (Simmons First National Corporation) | VRTS (Virtus Investment Partners, Inc.) | |
|---|---|---|
| 1-year return | +13.5% | -11.8% |
| 5-year return | -3.8% | -34.1% |
| Volatility (ann.) | 28.9% | 30.7% |
| Beta vs S&P 500 | 0.88 | 1.03 |
| Max drawdown (3Y) | -30.5% | -46.6% |
| Market cap | $3.3B | $1.1B |
| P/E (trailing) | – | 9.5 |
| Dividend yield | 3.75% | 5.74% |
| Sector / category | US Listed | US Listed |
Year-by-year returns
| Year | SFNC | VRTS |
|---|---|---|
| 2022 | -24.6% | -33.5% |
| 2023 | -4.0% | +30.9% |
| 2024 | +16.7% | -5.6% |
| 2025 | -11.3% | -22.1% |
| 2026 | +22.9% | +7.3% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are SFNC and VRTS good diversifiers for each other?
To a limited degree. At 0.63 the two still catch most of the same waves, so the pair smooths returns a little without insulating either from a shared selloff.
FAQ
What is the correlation between SFNC and VRTS?
The SFNC/VRTS correlation stands at 0.63 on a 3-year window (1 year: 0.26, 5 years: 0.56), computed from weekly returns as of 2026-08-27.
Is VRTS a good diversifier for SFNC?
To a limited degree. At 0.63 the two still catch most of the same waves, so the pair smooths returns a little without insulating either from a shared selloff.
What does a correlation of 0.63 mean?
Correlation ranges from −1 to +1. Values near +1 mean two assets move together, near 0 that they move independently, and negative values that they tend to move in opposite directions. It measures co-movement, not performance.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/sfnc-vs-vrts.json
Drop this badge in a README or notebook; it updates with the data:
[](https://www.pairbook.io/pair/sfnc-vs-vrts/)
Free with attribution; caching and terms are described in the API documentation.
Related comparisons
Hubs: SFNC correlations · VRTS correlations
