VOT
VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VOT Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 4.20% | 12.44% | 0.34% | 4.69% | 8.88% | 11.52% | 8.55% | 10.15% |
| Sharpe Ratio | 0.34 | 0.74 | 0.03 | 0.22 | 0.62 | 0.52 | 0.61 | 0.42 |
| Max Drawdown | -10.34% | -15.96% | -21.75% | -37.19% | -21.75% | -37.19% | -24.89% | -53.88% |
| % Time Invested | 93.3% | 100.0% | 87.8% | 100.0% | 93.0% | 100.0% | 91.1% | 100.0% |
| Trades / Year | 4.0 | 0.0 | 4.8 | 0.0 | 4.3 | 0.0 | 4.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-23 | Open | Open | 33% | $282.47 | $277.62 | -1.72% | Mark-to-Market |
| 2026-03-23 | Open | Interest | 34% | $1.00 | $1.00 | 0.45% | Mark-to-Market |
| 2025-12-15 | Open | Interest | 33% | $1.00 | $1.00 | 1.54% | Mark-to-Market |
| 2026-03-31 | 2026-04-23 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-30 | 2026-03-31 | Completed | 33% | $242.66 | $252.30 | 3.97% | Stop |
| 2025-05-01 | 2026-03-23 | Completed | 34% | $249.20 | $262.95 | 5.52% | Stop |
| 2025-07-02 | 2025-12-15 | Completed | 33% | $281.35 | $283.34 | 0.71% | Signal |
| 2025-05-07 | 2025-07-02 | Interest | 33% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2025-05-01 | 2025-05-07 | Completed | 33% | $249.20 | $250.92 | 0.69% | Signal |
| 2025-04-08 | 2025-05-01 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-08 | 2025-05-01 | 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 |
| 2025-04-02 | 2025-04-08 | Completed | 33% | $241.41 | $226.15 | -6.32% | Stop |
| 2025-04-02 | 2025-04-08 | Completed | 34% | $241.41 | $226.15 | -6.32% | Stop |
| 2024-01-19 | 2025-04-07 | Completed | 33% | $212.42 | $212.61 | 0.09% | Stop |
| 2025-03-11 | 2025-04-02 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-11 | 2025-04-02 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-09-18 | 2025-03-11 | Completed | 33% | $234.27 | $240.26 | 2.56% | Stop |
| 2023-11-17 | 2025-03-11 | Completed | 34% | $196.21 | $240.26 | 22.45% | Stop |
| 2024-08-14 | 2024-09-18 | Interest | 33% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2024-01-11 | 2024-08-14 | Completed | 33% | $213.17 | $226.06 | 6.05% | Signal |
| 2023-04-05 | 2024-01-19 | Interest | 33% | $1.00 | $1.03 | 3.19% | Interest Income |
| 2023-10-26 | 2024-01-11 | Interest | 33% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2023-10-26 | 2023-11-17 | Interest | 34% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-06-28 | 2023-10-26 | Completed | 33% | $197.76 | $180.21 | -8.87% | Stop |
| 2023-04-28 | 2023-10-26 | Completed | 34% | $184.12 | $180.21 | -2.12% | Stop |
| 2023-06-05 | 2023-06-28 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2023-02-13 | 2023-06-05 | Completed | 33% | $192.80 | $192.22 | -0.30% | Signal |
| 2023-04-05 | 2023-04-28 | Interest | 34% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2023-04-03 | 2023-04-05 | Completed | 34% | $190.79 | $187.94 | -1.50% | Signal |
| 2023-04-03 | 2023-04-05 | Completed | 33% | $190.79 | $187.94 | -1.50% | Signal |
| 2023-01-20 | 2023-04-03 | Interest | 34% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2023-01-20 | 2023-04-03 | Interest | 33% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2023-01-20 | 2023-02-13 | Interest | 33% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 33% | $187.08 | $181.67 | -2.89% | Signal |
| 2023-01-18 | 2023-01-20 | Completed | 34% | $187.08 | $181.67 | -2.89% | Signal |
| 2023-01-18 | 2023-01-20 | Completed | 33% | $187.08 | $181.67 | -2.89% | Signal |
| 2022-11-09 | 2023-01-18 | Interest | 33% | $1.00 | $1.01 | 0.66% | Interest Income |
| 2022-09-09 | 2023-01-18 | Interest | 33% | $1.00 | $1.01 | 1.31% | Interest Income |
| 2022-04-14 | 2023-01-18 | Interest | 34% | $1.00 | $1.03 | 2.50% | Interest Income |
| 2022-10-05 | 2022-11-09 | Completed | 33% | $175.45 | $173.17 | -1.30% | Signal |
| 2022-02-07 | 2022-10-05 | Interest | 33% | $1.00 | $1.02 | 1.84% | Interest Income |
| 2022-06-01 | 2022-09-09 | Completed | 33% | $186.61 | $189.08 | 1.32% | Signal |
| 2022-05-09 | 2022-06-01 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-11 | 2022-05-09 | Completed | 33% | $219.83 | $181.91 | -17.25% | Stop |
| 2022-03-21 | 2022-04-14 | Completed | 34% | $214.33 | $211.38 | -1.38% | Signal |
| 2022-02-25 | 2022-03-21 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-02-03 | 2022-02-25 | Completed | 34% | $213.79 | $208.24 | -2.59% | Stop |
| 2022-01-20 | 2022-02-11 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-02-03 | 2022-02-07 | Completed | 33% | $213.79 | $215.18 | 0.65% | Signal |
| 2022-01-11 | 2022-02-03 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2022-01-11 | 2022-02-03 | Interest | 34% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2020-04-01 | 2022-01-20 | Completed | 33% | $116.77 | $217.68 | 86.42% | Stop |
| 2021-03-30 | 2022-01-11 | Completed | 33% | $203.99 | $227.47 | 11.51% | Stop |
| 2021-03-30 | 2022-01-11 | Completed | 34% | $203.99 | $227.47 | 11.51% | Stop |
| 2021-03-08 | 2021-03-30 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-03-08 | 2021-03-30 | Interest | 34% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-08-27 | 2021-03-08 | Completed | 34% | $175.71 | $201.79 | 14.84% | Stop |
| 2020-06-29 | 2021-03-08 | Completed | 33% | $155.85 | $201.79 | 29.48% | Stop |
| 2020-07-15 | 2020-08-27 | Interest | 34% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2020-03-24 | 2020-07-15 | Completed | 34% | $110.45 | $164.68 | 49.10% | Signal |
| 2020-06-05 | 2020-06-29 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-06-03 | 2020-06-05 | Completed | 33% | $158.85 | $161.79 | 1.85% | Signal |
| 2020-04-09 | 2020-06-03 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-03-24 | 2020-04-09 | Completed | 33% | $110.45 | $132.13 | 19.63% | 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 |
| 2019-01-14 | 2020-03-10 | Completed | 33% | $118.76 | $135.85 | 14.39% | Stop |
| 2019-05-31 | 2020-03-02 | Completed | 34% | $133.45 | $144.34 | 8.16% | Stop |
| 2019-03-19 | 2020-03-02 | Completed | 33% | $135.02 | $144.34 | 6.90% | Stop |
| 2019-02-22 | 2019-05-31 | Interest | 34% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2019-02-22 | 2019-03-19 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2019-02-20 | 2019-02-22 | Completed | 33% | $132.24 | $131.93 | -0.24% | Signal |
| 2019-02-20 | 2019-02-22 | Completed | 34% | $132.24 | $131.93 | -0.24% | Signal |
| 2018-12-21 | 2019-02-20 | Interest | 34% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2018-10-25 | 2019-02-20 | Interest | 33% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2018-12-19 | 2019-01-14 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-16 | 2018-12-21 | Completed | 34% | $122.34 | $111.55 | -8.82% | Stop |
| 2017-02-16 | 2018-12-19 | Completed | 33% | $105.75 | $115.28 | 9.01% | Stop |
| 2018-10-25 | 2018-11-16 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-01-25 | 2018-10-25 | Completed | 33% | $103.34 | $119.09 | 15.25% | Stop |
| 2016-07-28 | 2018-10-25 | Completed | 34% | $99.09 | $119.09 | 20.19% | Stop |
| 2016-05-16 | 2017-02-16 | Interest | 33% | $1.00 | $1.01 | 1.45% | Interest Income |
| 2016-12-02 | 2017-01-25 | Interest | 33% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2016-05-05 | 2016-12-02 | Completed | 33% | $92.72 | $97.28 | 4.91% | Signal |
| 2016-06-07 | 2016-07-28 | Interest | 34% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2016-06-03 | 2016-06-07 | Completed | 34% | $96.04 | $96.14 | 0.11% | Signal |
| 2015-12-01 | 2016-06-03 | Interest | 34% | $1.00 | $1.01 | 0.97% | Interest Income |
| 2016-02-12 | 2016-05-16 | Completed | 33% | $79.88 | $92.59 | 15.92% | Signal |
| 2015-12-01 | 2016-05-05 | Interest | 33% | $1.00 | $1.01 | 0.83% | Interest Income |
| 2016-01-21 | 2016-02-12 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 33% | $95.40 | $82.79 | -13.22% | Stop |
| 2015-11-25 | 2015-12-01 | Completed | 33% | $95.04 | $95.54 | 0.53% | Signal |
| 2015-11-25 | 2015-12-01 | Completed | 34% | $95.04 | $95.54 | 0.53% | Signal |
| 2015-11-02 | 2015-11-25 | Interest | 34% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2015-08-13 | 2015-11-25 | Interest | 33% | $1.00 | $1.01 | 0.62% | Interest Income |
| 2015-09-17 | 2015-11-02 | Completed | 34% | $95.40 | $95.22 | -0.19% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-08-25 | 2015-09-17 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2013-01-10 | 2015-08-25 | Completed | 34% | $64.77 | $90.93 | 40.40% | Stop |
| 2011-10-27 | 2015-08-25 | Completed | 33% | $56.55 | $90.93 | 60.80% | Stop |
| 2012-09-25 | 2015-08-13 | Completed | 33% | $62.05 | $98.62 | 58.92% | Signal |
| 2012-12-17 | 2013-01-10 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2012-12-13 | 2012-12-17 | Completed | 34% | $61.69 | $61.49 | -0.34% | Signal |
| 2012-11-14 | 2012-12-13 | Interest | 34% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2012-06-27 | 2012-11-14 | Completed | 34% | $56.59 | $59.26 | 4.70% | Signal |
| 2012-06-29 | 2012-09-25 | Interest | 33% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2012-06-27 | 2012-06-29 | Completed | 33% | $56.59 | $57.51 | 1.63% | Signal |
| 2012-06-05 | 2012-06-27 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2012-06-05 | 2012-06-27 | Interest | 34% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2012-03-29 | 2012-06-05 | Completed | 34% | $61.58 | $54.85 | -10.92% | Stop |
| 2012-01-06 | 2012-06-05 | Completed | 33% | $55.00 | $54.85 | -0.27% | Stop |
| 2012-02-13 | 2012-03-29 | Interest | 34% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2012-02-09 | 2012-02-13 | Completed | 34% | $60.64 | $60.76 | 0.19% | Signal |
| 2011-10-04 | 2012-02-09 | Interest | 34% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2011-08-05 | 2012-01-06 | Interest | 33% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2011-10-05 | 2011-10-27 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-30 | 2011-10-05 | Completed | 33% | $53.79 | $48.39 | -10.03% | Stop |
| 2011-08-29 | 2011-10-04 | Completed | 34% | $52.88 | $46.11 | -12.80% | Stop |
| 2011-08-08 | 2011-08-30 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-05 | 2011-08-29 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-07-27 | 2011-08-08 | Completed | 33% | $46.33 | $50.77 | 9.59% | Stop |
| 2010-10-06 | 2011-08-05 | Completed | 33% | $49.01 | $54.19 | 10.56% | Stop |
| 2010-06-15 | 2011-08-05 | Completed | 34% | $45.32 | $54.19 | 19.58% | Stop |
| 2010-07-26 | 2010-10-06 | Interest | 33% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2010-07-02 | 2010-07-27 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2010-06-15 | 2010-07-26 | Completed | 33% | $45.32 | $45.23 | -0.20% | Signal |
| 2010-03-31 | 2010-07-02 | Completed | 33% | $46.60 | $42.12 | -9.62% | Stop |
| 2010-05-21 | 2010-06-15 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2010-05-21 | 2010-06-15 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2009-07-31 | 2010-05-21 | Completed | 34% | $36.51 | $42.15 | 15.48% | Stop |
| 2009-04-28 | 2010-05-21 | Completed | 33% | $31.59 | $42.15 | 33.46% | Stop |
| 2010-03-09 | 2010-03-31 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2010-03-05 | 2010-03-09 | Completed | 33% | $45.03 | $45.26 | 0.52% | Signal |
| 2009-11-13 | 2010-03-05 | Interest | 33% | $1.00 | $1.01 | 1.06% | Interest Income |
| 2009-11-11 | 2009-11-13 | Completed | 33% | $41.51 | $40.95 | -1.35% | Signal |
| 2009-09-18 | 2009-11-11 | Interest | 33% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 33% | $39.86 | $40.80 | 2.36% | Signal |
| 2008-09-17 | 2009-09-15 | Interest | 33% | $1.00 | $1.03 | 3.20% | Interest Income |
| 2008-08-19 | 2009-07-31 | Interest | 34% | $1.00 | $1.03 | 3.04% | Interest Income |
| 2008-08-27 | 2009-04-28 | Interest | 33% | $1.00 | $1.02 | 2.04% | Interest Income |
| 2008-08-21 | 2008-09-17 | Completed | 33% | $50.30 | $44.56 | -11.41% | Signal |
| 2008-08-21 | 2008-08-27 | Completed | 33% | $50.30 | $50.11 | -0.39% | Signal |
| 2008-08-19 | 2008-08-21 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2008-08-19 | 2008-08-21 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
