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 | 16.74% | 29.98% | 7.54% | 11.43% | 12.43% | 14.60% | 10.82% | 11.07% |
| Sharpe Ratio | 1.35 | 2.07 | 0.58 | 0.62 | 0.92 | 0.74 | 0.84 | 0.56 |
| Max Drawdown | -8.92% | -8.92% | -20.54% | -25.36% | -20.54% | -35.00% | -20.54% | -55.45% |
| % Time Invested | 83.7% | 100.0% | 77.6% | 100.0% | 82.6% | 100.0% | 78.2% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 0.4 | 0.0 | 0.5 | 0.0 | 0.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-02 | Open | Open | 100% | $301.31 | $350.21 | 16.23% | Mark-to-Market |
| 2025-05-06 | 2025-07-02 | Interest | 100% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2025-05-01 | 2025-05-06 | Completed | 100% | $272.06 | $271.36 | -0.26% | Signal |
| 2025-04-07 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-01-30 | 2025-04-07 | Completed | 100% | $193.50 | $237.20 | 22.58% | Stop |
| 2022-03-08 | 2023-01-30 | Interest | 100% | $1.00 | $1.03 | 2.87% | Interest Income |
| 2020-07-08 | 2022-03-08 | Completed | 100% | $146.80 | $198.68 | 35.34% | Signal |
| 2020-03-31 | 2020-07-08 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2020-03-31 | Completed | 100% | $107.37 | $120.14 | 11.89% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-27 | 2020-03-02 | Completed | 100% | $129.51 | $138.20 | 6.71% | Stop |
| 2018-12-10 | 2019-03-27 | Interest | 100% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2016-04-26 | 2018-12-10 | Completed | 100% | $90.72 | $120.02 | 32.30% | Signal |
| 2016-01-08 | 2016-04-26 | Interest | 100% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2015-12-30 | 2016-01-08 | Completed | 100% | $89.60 | $84.23 | -5.99% | Signal |
| 2015-08-25 | 2015-12-30 | Interest | 100% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2012-01-30 | 2015-08-25 | Completed | 100% | $52.53 | $84.83 | 61.50% | Stop |
| 2011-08-09 | 2012-01-30 | Interest | 100% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2010-10-14 | 2011-08-09 | Completed | 100% | $46.00 | $45.06 | -2.04% | Stop |
| 2010-07-13 | 2010-10-14 | Interest | 100% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2010-06-01 | 2010-07-13 | Completed | 100% | $41.84 | $42.12 | 0.68% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-18 | 2010-05-07 | Completed | 100% | $34.10 | $43.53 | 27.66% | Stop |
| 2007-12-28 | 2009-06-18 | Interest | 100% | $1.00 | $1.05 | 5.11% | Interest Income |
| 2006-09-11 | 2007-12-28 | Completed | 100% | $44.89 | $52.92 | 17.89% | Signal |
| 2006-07-26 | 2006-09-11 | Interest | 100% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2004-10-29 | 2006-07-26 | Completed | 100% | $37.10 | $43.78 | 18.01% | Signal |
| 2004-08-23 | 2004-10-29 | Interest | 100% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2003-06-17 | 2004-08-23 | Completed | 100% | $31.84 | $35.81 | 12.49% | Signal |
| 2003-06-13 | 2003-06-17 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
