VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VTI Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 21.25% | 29.98% | 6.69% | 11.43% | 12.31% | 14.60% | 9.92% | 11.07% |
| Sharpe Ratio | 1.69 | 2.07 | 0.55 | 0.62 | 0.94 | 0.74 | 0.82 | 0.56 |
| Max Drawdown | -8.92% | -8.92% | -18.33% | -25.36% | -18.33% | -35.00% | -18.49% | -55.45% |
| % Time Invested | 99.6% | 100.0% | 91.1% | 100.0% | 94.6% | 100.0% | 92.9% | 100.0% |
| Trades / Year | 3.0 | 0.0 | 2.2 | 0.0 | 2.5 | 0.0 | 2.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-09-15 | Open | Open | 34% | $322.64 | $350.21 | 8.55% | Mark-to-Market |
| 2025-04-30 | Open | Open | 33% | $265.97 | $350.21 | 31.67% | Mark-to-Market |
| 2026-04-09 | Open | Interest | 33% | $1.00 | $1.00 | 0.25% | Mark-to-Market |
| 2025-07-11 | 2026-04-09 | Completed | 33% | $304.21 | $333.31 | 9.57% | Signal |
| 2025-06-26 | 2025-09-15 | Interest | 34% | $1.00 | $1.01 | 0.92% | Interest Income |
| 2025-05-06 | 2025-07-11 | Interest | 33% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2025-04-30 | 2025-06-26 | Completed | 34% | $265.97 | $296.86 | 11.62% | Signal |
| 2025-05-01 | 2025-05-06 | Completed | 33% | $272.06 | $271.36 | -0.26% | Signal |
| 2025-03-27 | 2025-05-01 | Interest | 33% | $1.00 | $1.00 | 0.40% | 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 |
| 2023-12-15 | 2025-04-07 | Completed | 33% | $227.19 | $237.20 | 4.40% | Stop |
| 2023-04-17 | 2025-04-07 | Completed | 34% | $196.92 | $237.20 | 20.45% | Stop |
| 2024-01-03 | 2025-03-27 | Completed | 33% | $227.92 | $276.20 | 21.18% | Signal |
| 2023-11-06 | 2024-01-03 | Interest | 33% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2023-11-10 | 2023-12-15 | Interest | 33% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2023-11-08 | 2023-11-10 | Completed | 33% | $209.34 | $208.14 | -0.57% | Signal |
| 2022-10-26 | 2023-11-08 | Interest | 33% | $1.00 | $1.04 | 4.02% | Interest Income |
| 2023-01-30 | 2023-11-06 | Completed | 33% | $193.50 | $208.85 | 7.93% | Signal |
| 2022-05-09 | 2023-04-17 | Interest | 34% | $1.00 | $1.03 | 3.20% | Interest Income |
| 2022-02-25 | 2023-01-30 | Interest | 33% | $1.00 | $1.03 | 2.92% | Interest Income |
| 2022-10-20 | 2022-10-26 | Completed | 33% | $175.68 | $182.08 | 3.64% | Signal |
| 2022-09-28 | 2022-10-20 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-06-01 | 2022-09-28 | Completed | 33% | $196.08 | $173.79 | -11.37% | Stop |
| 2022-05-09 | 2022-06-01 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-21 | 2022-05-09 | Completed | 34% | $212.20 | $191.68 | -9.67% | Signal |
| 2020-04-01 | 2022-05-09 | Completed | 33% | $113.86 | $191.68 | 68.34% | Stop |
| 2022-02-25 | 2022-03-21 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-09-11 | 2022-02-25 | Completed | 34% | $156.87 | $204.52 | 30.37% | Stop |
| 2020-06-25 | 2022-02-25 | Completed | 33% | $141.38 | $204.52 | 44.66% | Stop |
| 2020-08-13 | 2020-09-11 | Interest | 34% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-08-11 | 2020-08-13 | Completed | 34% | $157.57 | $157.38 | -0.12% | Signal |
| 2020-06-15 | 2020-08-11 | Interest | 34% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-04-08 | 2020-06-25 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2020-03-24 | 2020-06-15 | Completed | 34% | $107.37 | $138.11 | 28.63% | Signal |
| 2020-03-24 | 2020-04-08 | Completed | 33% | $107.37 | $122.67 | 14.25% | 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% | $119.70 | $131.76 | 10.07% | Stop |
| 2019-06-20 | 2020-03-02 | Completed | 34% | $136.22 | $138.20 | 1.46% | Stop |
| 2019-03-28 | 2020-03-02 | Completed | 33% | $129.16 | $138.20 | 7.00% | Stop |
| 2019-01-30 | 2019-06-20 | Interest | 34% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2018-11-28 | 2019-03-28 | Interest | 33% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2019-01-11 | 2019-01-30 | Completed | 34% | $118.32 | $121.92 | 3.04% | 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 |
| 2016-11-16 | 2018-12-21 | Completed | 33% | $96.35 | $112.63 | 16.89% | Stop |
| 2016-07-13 | 2018-12-18 | Completed | 34% | $94.23 | $116.86 | 24.01% | Stop |
| 2018-07-09 | 2018-11-28 | Completed | 33% | $127.11 | $122.89 | -3.33% | Signal |
| 2018-05-08 | 2018-07-09 | Interest | 33% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2016-05-04 | 2018-05-08 | Completed | 33% | $89.00 | $121.40 | 36.40% | Signal |
| 2016-05-17 | 2016-11-16 | Interest | 33% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2015-10-14 | 2016-07-13 | Interest | 34% | $1.00 | $1.01 | 1.43% | Interest Income |
| 2016-03-08 | 2016-05-17 | Completed | 33% | $86.02 | $89.42 | 3.95% | Signal |
| 2016-01-21 | 2016-05-04 | Interest | 33% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2016-02-12 | 2016-03-08 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2011-08-31 | 2016-02-12 | Completed | 33% | $48.69 | $79.04 | 62.32% | Stop |
| 2015-12-28 | 2016-01-21 | Completed | 33% | $88.69 | $80.08 | -9.71% | Stop |
| 2015-08-21 | 2015-12-28 | Interest | 33% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2015-09-17 | 2015-10-14 | Completed | 34% | $86.70 | $86.65 | -0.06% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-03-16 | 2015-08-25 | Completed | 34% | $56.65 | $84.83 | 49.74% | Stop |
| 2012-09-05 | 2015-08-21 | Completed | 33% | $56.97 | $87.27 | 53.18% | Signal |
| 2012-07-05 | 2012-09-05 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2011-12-28 | 2012-07-05 | Completed | 33% | $50.62 | $55.39 | 9.41% | Signal |
| 2011-10-06 | 2012-03-16 | Interest | 34% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2011-07-29 | 2011-12-28 | Interest | 33% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2011-08-30 | 2011-10-06 | Completed | 34% | $47.98 | $45.30 | -5.59% | Signal |
| 2011-08-09 | 2011-08-31 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-08 | 2011-08-30 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-09 | Completed | 33% | $41.84 | $45.06 | 7.71% | Stop |
| 2010-12-07 | 2011-08-08 | Completed | 34% | $48.74 | $46.27 | -5.07% | Stop |
| 2010-10-14 | 2011-07-29 | Completed | 33% | $46.00 | $51.45 | 11.85% | Signal |
| 2010-10-06 | 2010-12-07 | Interest | 34% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2010-07-15 | 2010-10-14 | Interest | 33% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2010-06-01 | 2010-10-06 | Completed | 34% | $41.84 | $45.21 | 8.06% | Signal |
| 2010-06-01 | 2010-07-15 | Completed | 33% | $41.84 | $42.36 | 1.24% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest | 34% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-04-07 | 2010-05-07 | Completed | 33% | $45.81 | $43.53 | -4.98% | Stop |
| 2009-08-20 | 2010-05-07 | Completed | 34% | $37.57 | $43.53 | 15.84% | Stop |
| 2009-05-29 | 2010-05-07 | Completed | 33% | $33.95 | $43.53 | 28.22% | Stop |
| 2010-03-15 | 2010-04-07 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2010-03-10 | 2010-03-15 | Completed | 33% | $43.91 | $44.21 | 0.68% | Signal |
| 2009-11-13 | 2010-03-10 | Interest | 33% | $1.00 | $1.01 | 1.11% | Interest Income |
| 2009-11-11 | 2009-11-13 | Completed | 33% | $41.46 | $41.09 | -0.90% | 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% | $39.71 | $40.59 | 2.21% | Signal |
| 2009-07-29 | 2009-09-15 | Interest | 33% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2009-07-29 | 2009-08-20 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2009-07-22 | 2009-07-29 | Completed | 34% | $35.50 | $36.52 | 2.87% | Signal |
| 2009-07-22 | 2009-07-29 | Completed | 33% | $35.50 | $36.52 | 2.87% | Signal |
| 2008-07-08 | 2009-07-22 | Interest | 33% | $1.00 | $1.03 | 3.43% | Interest Income |
| 2008-01-03 | 2009-07-22 | Interest | 34% | $1.00 | $1.05 | 5.40% | Interest Income |
| 2008-07-30 | 2009-05-29 | Interest | 33% | $1.00 | $1.03 | 2.63% | Interest Income |
| 2008-06-13 | 2008-07-30 | Completed | 33% | $48.91 | $46.30 | -5.33% | Signal |
| 2008-02-13 | 2008-07-08 | Completed | 33% | $48.82 | $45.25 | -7.31% | Signal |
| 2007-12-31 | 2008-06-13 | Interest | 33% | $1.00 | $1.02 | 1.67% | Interest Income |
| 2008-01-22 | 2008-02-13 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2004-01-14 | 2008-01-22 | Completed | 33% | $36.41 | $44.45 | 22.09% | Stop |
| 2006-11-28 | 2008-01-03 | Completed | 34% | $48.12 | $51.58 | 7.19% | Signal |
| 2007-12-07 | 2007-12-31 | Completed | 33% | $53.68 | $52.53 | -2.14% | Signal |
| 2007-09-17 | 2007-12-07 | Interest | 33% | $1.00 | $1.01 | 0.99% | Interest Income |
| 2006-10-09 | 2007-09-17 | Completed | 33% | $46.74 | $52.32 | 11.95% | Signal |
| 2006-10-05 | 2006-11-28 | Interest | 34% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2006-06-27 | 2006-10-09 | Interest | 33% | $1.00 | $1.01 | 1.37% | Interest Income |
| 2005-01-06 | 2006-10-05 | Completed | 34% | $39.25 | $46.66 | 18.87% | Signal |
| 2005-12-21 | 2006-06-27 | Completed | 33% | $43.26 | $43.36 | 0.22% | Signal |
| 2005-11-14 | 2005-12-21 | Interest | 33% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2005-07-18 | 2005-11-14 | Completed | 33% | $41.47 | $42.21 | 1.78% | Signal |
| 2005-05-02 | 2005-07-18 | Interest | 33% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2004-11-10 | 2005-05-02 | Completed | 33% | $38.29 | $38.53 | 0.63% | Signal |
| 2004-09-29 | 2005-01-06 | Interest | 34% | $1.00 | $1.01 | 1.13% | Interest Income |
| 2004-06-02 | 2004-11-10 | Interest | 33% | $1.00 | $1.02 | 1.90% | Interest Income |
| 2003-06-17 | 2004-09-29 | Completed | 34% | $31.84 | $36.25 | 13.85% | Signal |
| 2003-06-17 | 2004-06-02 | Completed | 33% | $31.84 | $36.58 | 14.88% | Signal |
| 2003-09-09 | 2004-01-14 | Interest | 33% | $1.00 | $1.01 | 1.47% | Interest Income |
| 2003-09-05 | 2003-09-09 | Completed | 33% | $32.78 | $33.00 | 0.67% | Signal |
| 2003-06-13 | 2003-09-05 | Interest | 33% | $1.00 | $1.01 | 0.91% | Interest Income |
| 2003-06-13 | 2003-06-17 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2003-06-13 | 2003-06-17 | Interest | 34% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
