VST — S&P 500 index addition

Vistra (VST) entered the S&P 500 at the close on May 8, 2024, replacing Pioneer Natural Resources. The recorded announcement came 12 calendar days before the effective close, on Apr 26, 2024. The company is classified in Utilities in this dataset.

In the 30 calendar days leading into the effective close, VST moved +46.8%. The median 30-day run-up among the 25 S&P 500 entries with a recorded announcement and prices for that interval was +16.9%; this stock was 29.9 percentage points above that median. Measured from the effective close, VST returned 1W: +4.4% versus +0.3% for the 28-entry index median; 1M: -3.3% versus +2.2% for the 28-entry index median; 3M: -9.9% versus +5.2% for the 28-entry index median; 1Y: +67.0% versus +11.6% for the 24-entry index median. These figures do not measure movement from the announcement price.

At 1M, it ranks 16th of 28 measured S&P 500 additions and lagged the benchmark by 7.5 percentage points. At 3M, it ranks 21st of 28 measured S&P 500 additions and lagged the benchmark by 18.5 percentage points. At 1Y, it ranks 4th of 24 measured S&P 500 additions and beat the benchmark by 55.9 percentage points. The other 1 Utilities addition with a measured 1M return averaged +14.3%. This is historical context, not a projection.