ReturnScreener

Rolling Returns

VBL Rolling Returns

Varun Beverages Ltd.

Every 7-year stretch VBL has been through — 34 of them, each starting a month after the last. The median returned 43.7% a year, the worst 33.0%, the best 58.3%. A single headline CAGR hides all of that.

Windows measured
34
Median
43.7%
Worst
33.0%
Best
58.3%

Every Holding Period

VBL rolling returns by holding period

A rolling window is every possible start date, not one. A five-year window starting in January is a different investment from one starting in February, and over twenty years there are a couple of hundred of them. What follows is the full spread of what each holding period actually produced.

1-year rolling returns

84.0% of windows made money

Across 106 separate 1-year holding periods, the median returned 42.0% a year. The worst lost 29.6% a year and the best made 141.3%.

-29.6%median 42.0%141.3%
Worst window
-29.6%
25th percentile
14.3%
75th percentile
74.2%
Best window
141.3%

Worst start: June 2024-29.6% a year for the 1 years that followed.

Best start: May 2022141.3% a year.

Against the Nifty 50: VBL came out ahead in 80.2% of the 106 windows both series cover.

3-year rolling returns

100.0% of windows made money

Across 82 separate 3-year holding periods, the median returned 41.3% a year. Not one of them ended in a loss — the weakest still compounded at 5.1% a year.

5.1%median 41.3%91.9%
Worst window
5.1%
25th percentile
29.2%
75th percentile
71.6%
Best window
91.9%

Worst start: August 20235.1% a year for the 3 years that followed.

Best start: April 202191.9% a year.

Against the Nifty 50: VBL came out ahead in 98.8% of the 82 windows both series cover.

5-year rolling returns

100.0% of windows made money

Across 58 separate 5-year holding periods, the median returned 49.4% a year. Not one of them ended in a loss — the weakest still compounded at 30.0% a year.

30.0%median 49.4%64.2%
Worst window
30.0%
25th percentile
42.9%
75th percentile
57.0%
Best window
64.2%

Worst start: August 202130.0% a year for the 5 years that followed.

Best start: February 201964.2% a year.

Against the Nifty 50: VBL came out ahead in 100.0% of the 58 windows both series cover.

7-year rolling returns

100.0% of windows made money

Across 34 separate 7-year holding periods, the median returned 43.7% a year. Not one of them ended in a loss — the weakest still compounded at 33.0% a year.

33.0%median 43.7%58.3%
Worst window
33.0%
25th percentile
39.2%
75th percentile
53.9%
Best window
58.3%

Worst start: August 201933.0% a year for the 7 years that followed.

Best start: February 201758.3% a year.

Against the Nifty 50: VBL came out ahead in 100.0% of the 34 windows both series cover.

Windows step forward one month at a time and are measured on month-end adjusted closing prices, so dividends are treated as reinvested. Overlapping windows share months by construction — that is what makes the spread a description of this stock's history rather than a sample of independent trials.

Against The Index

How often VBL beat the Nifty 50

Beating an index once is a result. Beating it across most of the periods an investor could have picked is a pattern. Over 7-year windows, VBL finished ahead of the Nifty 50 in 100.0% of the 34 periods both series cover.

1-year windows

Ahead in 80.2% of 106 periods.

3-year windows

Ahead in 98.8% of 82 periods.

5-year windows

Ahead in 100.0% of 58 periods.

7-year windows

Ahead in 100.0% of 34 periods.

Each window is compared against the index over the identical calendar months, on the same adjusted basis — not against an assumed rate of return.

How This Is Calculated

Reading these figures properly

Overlapping by design

Windows step forward one month at a time, so they share most of their months with each other. That is what makes this a description of VBL's actual history rather than a set of independent trials — and why the spread should not be read as a probability.

Month-end, total return

Measured on month-end closing prices adjusted for dividends and splits, so dividends count as reinvested. A window that opened or closed mid-month would differ a little in either direction.

Survivors only

VBLis in today's Nifty 500 universe. Companies that delisted or collapsed are not on this site at all, so the worst outcome shown here is the worst among the survivors.

Measured on data to 2026-08-31, from 2016-11-01. Full definitions are on our methodology page.

HELP CENTER

VBL rolling returns — common questions

Everything you need to know about this page and the data presented.

What are VBL rolling returns?
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Over 7 years, Varun Beverages Ltd. has been through 34 separate 7 years holding periods — one starting every month. The median returned 43.7% a year, the worst 33.0% and the best 58.3%. A rolling return measures every possible start date instead of one, which is why it answers a question a single headline CAGR cannot: how much the outcome depended on when you happened to buy.

Has VBL ever lost money over 7 years?
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No — not in any of the 34 7 years periods the record covers. The weakest of them still compounded at 33.0% a year. That is a statement about the past, not a guarantee about any future 7 years, and it is measured only over the years Varun Beverages Ltd. has been listed.

What is the worst 5 years VBL has ever had?
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30.0% a year, for the five years beginning August 2021. For contrast the best 5 years returned 64.2% a year, starting February 2019, and the median across all 58 periods was 49.4%. The gap between those two numbers is the part of the outcome that came down to timing rather than to the company.

Does holding VBL for longer reduce the risk?
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On this record, yes. 1 year outcomes ranged from -29.6% to 141.3% a year — a spread of 170.9%. 7 years outcomes ranged from 33.0% to 58.3%, a spread of 25.4%. Longer holding periods narrowed the range of results, which is the usual pattern and the reason this page publishes every window rather than one. Narrowing the range is not the same as removing the risk.

How often has VBL beaten Nifty 50 over 7 years?
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In 100.0% of the 34 7 years periods both series cover. Each window is compared against the index over the identical months, not against an assumed index return, so the comparison is a like-for-like record rather than a model.

How are rolling returns calculated here?
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Windows step forward one month at a time on month-end closing prices adjusted for dividends and stock splits, so dividends are treated as reinvested. A window length is only published once there are at least twelve complete windows behind it — fewer than that describes an anecdote, not a distribution. Overlapping windows share months by construction, which is what makes this a description of the actual history of Varun Beverages Ltd. rather than a sample of independent trials. Companies that delisted are not on this site at all, a survivorship bias worth holding in mind.

Is VBL a safe long-term investment?
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That is not a question this page answers, and we do not make recommendations. What it can show you is the full range of what every holding period in the listed history of Varun Beverages Ltd. actually produced — including the worst ones, which most performance figures leave out. Those are records of what happened, not forecasts. A stock that never had a losing decade may still have one, and holding a single company is a materially different risk from holding an index.

Explore Further

More on Varun Beverages Ltd.

ReturnScreener is an educational research platform and is not a SEBI-registered investment adviser. Everything on this page is a record of what historical prices did, not a projection and not a recommendation. Past performance does not guarantee future returns. See our methodology and disclaimer.