VOO
VANGUARD 500 INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VOO Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 21.33% | 29.97% | 8.12% | 12.72% | 13.23% | 15.12% | 12.67% | 14.65% |
| Sharpe Ratio | 1.76 | 2.12 | 0.68 | 0.71 | 1.02 | 0.78 | 0.99 | 0.81 |
| Max Drawdown | -8.90% | -8.90% | -17.01% | -24.52% | -17.01% | -33.99% | -17.01% | -33.99% |
| % Time Invested | 99.6% | 100.0% | 92.4% | 100.0% | 95.3% | 100.0% | 96.5% | 100.0% |
| Trades / Year | 3.0 | 0.0 | 2.2 | 0.0 | 2.6 | 0.0 | 2.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-09-10 | Open | Open | 34% | $595.64 | $654.24 | 9.84% | Mark-to-Market |
| 2025-04-30 | Open | Open | 33% | $497.30 | $654.24 | 31.56% | Mark-to-Market |
| 2026-04-06 | Open | Interest | 33% | $1.00 | $1.00 | 0.30% | Mark-to-Market |
| 2025-07-11 | 2026-04-06 | Completed | 33% | $567.42 | $602.92 | 6.26% | Signal |
| 2025-07-17 | 2025-09-10 | Interest | 34% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2025-04-30 | 2025-07-17 | Completed | 34% | $497.30 | $568.97 | 14.41% | Signal |
| 2025-05-06 | 2025-07-11 | Interest | 33% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2025-05-01 | 2025-05-06 | Completed | 33% | $509.03 | $506.81 | -0.43% | Signal |
| 2025-03-28 | 2025-05-01 | Interest | 33% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-05 | 2025-04-07 | Completed | 33% | $404.94 | $444.22 | 9.70% | Stop |
| 2023-04-17 | 2025-04-07 | Completed | 34% | $363.88 | $444.22 | 22.08% | Stop |
| 2024-01-02 | 2025-03-28 | Completed | 33% | $421.74 | $513.60 | 21.78% | Signal |
| 2023-11-07 | 2024-01-02 | Interest | 33% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2023-11-10 | 2023-12-05 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-11-08 | 2023-11-10 | Completed | 33% | $389.11 | $387.76 | -0.35% | Signal |
| 2022-11-16 | 2023-11-08 | Interest | 33% | $1.00 | $1.04 | 3.78% | Interest Income |
| 2023-01-27 | 2023-11-07 | Completed | 33% | $354.78 | $387.44 | 9.20% | Signal |
| 2022-05-10 | 2023-04-17 | Interest | 34% | $1.00 | $1.03 | 3.19% | Interest Income |
| 2022-02-25 | 2023-01-27 | Interest | 33% | $1.00 | $1.03 | 2.91% | Interest Income |
| 2022-10-25 | 2022-11-16 | Completed | 33% | $331.35 | $347.20 | 4.78% | Signal |
| 2022-10-03 | 2022-10-25 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2022-06-02 | 2022-10-03 | Completed | 33% | $355.32 | $315.87 | -11.10% | Stop |
| 2022-05-10 | 2022-06-02 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-21 | 2022-05-10 | Completed | 34% | $385.58 | $351.06 | -8.95% | Stop |
| 2020-04-01 | 2022-05-10 | Completed | 33% | $208.64 | $351.06 | 68.26% | Stop |
| 2022-02-25 | 2022-03-21 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-09-10 | 2022-02-25 | Completed | 34% | $288.98 | $371.57 | 28.58% | Stop |
| 2020-06-25 | 2022-02-25 | Completed | 33% | $256.55 | $371.57 | 44.83% | Stop |
| 2020-08-13 | 2020-09-10 | Interest | 34% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-08-11 | 2020-08-13 | Completed | 34% | $284.81 | $284.61 | -0.07% | Signal |
| 2020-06-25 | 2020-08-11 | Interest | 34% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2020-04-08 | 2020-06-25 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2020-03-24 | 2020-06-25 | Completed | 34% | $198.09 | $256.55 | 29.52% | Signal |
| 2020-03-24 | 2020-04-08 | Completed | 33% | $198.09 | $225.41 | 13.79% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-16 | 2020-03-10 | Completed | 33% | $214.01 | $238.45 | 11.42% | Stop |
| 2019-06-19 | 2020-03-02 | Completed | 34% | $241.27 | $249.65 | 3.47% | Stop |
| 2019-03-28 | 2020-03-02 | Completed | 33% | $231.13 | $249.65 | 8.01% | Stop |
| 2019-04-10 | 2019-06-19 | Interest | 34% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2019-04-08 | 2019-04-10 | Completed | 34% | $237.53 | $237.24 | -0.12% | Signal |
| 2019-02-07 | 2019-04-08 | Interest | 34% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2018-12-03 | 2019-03-28 | Interest | 33% | $1.00 | $1.01 | 0.83% | Interest Income |
| 2019-01-11 | 2019-02-07 | Completed | 34% | $211.45 | $222.33 | 5.15% | Signal |
| 2018-12-21 | 2019-01-16 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-12-18 | 2019-01-11 | Interest | 34% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-09-06 | 2018-12-21 | Completed | 33% | $170.62 | $202.42 | 18.64% | Stop |
| 2016-07-07 | 2018-12-18 | Completed | 34% | $163.71 | $209.80 | 28.16% | Stop |
| 2018-07-12 | 2018-12-03 | Completed | 33% | $225.99 | $228.78 | 1.23% | Signal |
| 2018-05-07 | 2018-07-12 | Interest | 33% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2016-05-02 | 2018-05-07 | Completed | 33% | $160.56 | $215.73 | 34.36% | Signal |
| 2016-06-02 | 2016-09-06 | Interest | 33% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2015-10-08 | 2016-07-07 | Interest | 34% | $1.00 | $1.01 | 1.44% | Interest Income |
| 2012-08-31 | 2016-06-02 | Completed | 33% | $101.71 | $162.80 | 60.06% | Signal |
| 2016-02-23 | 2016-05-02 | Interest | 33% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2015-12-18 | 2016-02-23 | Completed | 33% | $156.37 | $149.70 | -4.26% | Signal |
| 2015-08-24 | 2015-12-18 | Interest | 33% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2015-09-17 | 2015-10-08 | Completed | 34% | $152.59 | $152.60 | 0.01% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-08-31 | 2015-08-25 | Completed | 34% | $101.71 | $149.06 | 46.55% | Stop |
| 2012-08-31 | 2015-08-24 | Completed | 33% | $101.71 | $143.10 | 40.69% | Signal |
| 2012-08-29 | 2012-08-31 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-08-29 | 2012-08-31 | Interest | 34% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-08-29 | 2012-08-31 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
