Velocity Financial, Inc. (VEL) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$21,630
Total Return
116.30%
CAGR
16.69%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.55% |
| Median | +0.66% |
| Best | +57.85% |
| Worst | -22.89% |
| % of Windows Positive | 54.1% |
1-Year (252 Trading Days)
| Average | +15.64% |
| Median | +2.68% |
| Best | +117.28% |
| Worst | -35.08% |
| % of Windows Positive | 55.9% |
3-Year (756 Trading Days)
| Average | +67.09% |
| Median | +61.63% |
| Best | +123.28% |
| Worst | +35.03% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -42.12% |
| Average Drawdown | -12.79% |
| Drawdown Duration | 401 Trading Days |
| Sortino Ratio | 0.96 |
| Calmar Ratio | 0.40 |
| CVaR (5%) | -5.50% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -6.02% (-19.60% ann.) | $602.13 | $0.00 | $0.00 | $0.00 |
| 2025 | +6.14% | +$613.50 | $0.00 | $0.00 | $0.00 |
| 2024 | +13.59% | +$1358.89 | $0.00 | $0.00 | $0.00 |
| 2023 | +78.45% | +$7844.55 | $0.00 | $0.00 | $0.00 |
| 2022 | -29.56% | $2956.20 | $0.00 | $0.00 | $0.00 |
| 2021 | +119.90% | +$11990.37 | $0.00 | $0.00 | $0.00 |
| 2020 partial | -53.89% (-55.52% ann.) | $5388.60 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | January 17, 2020 – February 19, 2020 | +6.81% | +107.34% | +$680.98 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -67.28% | -100.00% | $6728.14 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +30.44% | +53.35% | +$3043.51 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +154.01% | +142.15% | +$15401.20 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -21.77% | -22.95% | $2177.15 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +82.47% | +38.33% | +$8246.77 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -1.41% | -0.90% | $141.49 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.