VT
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VT Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 25.94% | 30.09% | 6.33% | 10.01% | 9.98% | 12.23% | 7.89% | 10.82% |
| Sharpe Ratio | 1.91 | 2.09 | 0.57 | 0.60 | 0.87 | 0.67 | 0.69 | 0.60 |
| Max Drawdown | -9.67% | -9.67% | -15.75% | -26.38% | -15.75% | -34.24% | -17.44% | -34.24% |
| % Time Invested | 99.6% | 100.0% | 91.5% | 100.0% | 94.6% | 100.0% | 94.1% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.6 | 0.0 | 2.4 | 0.0 | 2.4 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-03 | Open | Open | 33% | $127.59 | $148.94 | 16.74% | Mark-to-Market |
| 2025-05-01 | Open | Open | 33% | $115.51 | $148.94 | 28.95% | Mark-to-Market |
| 2025-04-30 | Open | Open | 34% | $113.40 | $148.94 | 31.34% | Mark-to-Market |
| 2025-03-18 | 2025-07-03 | Interest | 33% | $1.00 | $1.01 | 1.26% | Interest Income |
| 2025-04-08 | 2025-05-01 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-13 | 2025-04-08 | Completed | 33% | $95.21 | $106.05 | 11.39% | Stop |
| 2023-04-28 | 2025-04-07 | Completed | 34% | $87.11 | $100.21 | 15.04% | Stop |
| 2024-01-08 | 2025-03-18 | Completed | 33% | $96.92 | $115.74 | 19.41% | Signal |
| 2023-10-27 | 2024-01-08 | Interest | 33% | $1.00 | $1.01 | 0.80% | Interest Income |
| 2023-04-05 | 2023-12-13 | Interest | 33% | $1.00 | $1.03 | 2.81% | Interest Income |
| 2023-01-18 | 2023-10-27 | Completed | 33% | $85.97 | $85.51 | -0.53% | 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% | $86.69 | $86.49 | -0.23% | Signal |
| 2023-04-03 | 2023-04-05 | Completed | 33% | $86.69 | $86.49 | -0.23% | Signal |
| 2022-09-28 | 2023-04-03 | Interest | 33% | $1.00 | $1.02 | 1.88% | Interest Income |
| 2022-04-14 | 2023-04-03 | Interest | 34% | $1.00 | $1.03 | 3.27% | Interest Income |
| 2022-02-16 | 2023-01-18 | Interest | 33% | $1.00 | $1.03 | 2.86% | Interest Income |
| 2022-06-02 | 2022-09-28 | Completed | 33% | $85.63 | $74.29 | -13.25% | Signal |
| 2022-05-10 | 2022-06-02 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-04-01 | 2022-05-10 | Completed | 33% | $53.82 | $83.21 | 54.61% | Stop |
| 2022-03-30 | 2022-04-14 | Completed | 34% | $94.98 | $91.62 | -3.54% | Signal |
| 2022-03-08 | 2022-03-30 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2020-09-18 | 2022-03-08 | Completed | 34% | $73.05 | $86.50 | 18.41% | Stop |
| 2020-06-30 | 2022-02-16 | Completed | 33% | $65.99 | $93.89 | 42.27% | Signal |
| 2020-05-18 | 2020-09-18 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2020-06-08 | 2020-06-30 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-06-04 | 2020-06-08 | Completed | 33% | $67.07 | $68.91 | 2.74% | Signal |
| 2020-04-02 | 2020-06-04 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2020-03-24 | 2020-05-18 | Completed | 34% | $51.42 | $61.97 | 20.52% | Signal |
| 2020-03-24 | 2020-04-02 | Completed | 33% | $51.42 | $53.24 | 3.53% | 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 |
| 2019-12-12 | 2020-03-10 | Completed | 33% | $69.53 | $62.14 | -10.62% | Stop |
| 2019-07-09 | 2020-03-02 | Completed | 34% | $65.65 | $65.40 | -0.38% | Stop |
| 2019-03-27 | 2020-03-02 | Completed | 33% | $63.04 | $65.40 | 3.74% | Stop |
| 2019-09-17 | 2019-12-12 | Interest | 33% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2019-09-13 | 2019-09-17 | Completed | 33% | $66.45 | $65.99 | -0.69% | Signal |
| 2019-06-06 | 2019-09-13 | Interest | 33% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2019-06-14 | 2019-07-09 | Interest | 34% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2019-06-12 | 2019-06-14 | Completed | 34% | $64.18 | $64.01 | -0.26% | Signal |
| 2018-10-23 | 2019-06-12 | Interest | 34% | $1.00 | $1.02 | 1.67% | Interest Income |
| 2019-01-15 | 2019-06-06 | Completed | 33% | $58.48 | $63.10 | 7.90% | Signal |
| 2018-10-25 | 2019-03-27 | Interest | 33% | $1.00 | $1.01 | 1.14% | Interest Income |
| 2018-12-20 | 2019-01-15 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2017-02-09 | 2018-12-20 | Completed | 33% | $52.05 | $56.21 | 7.98% | Stop |
| 2018-07-31 | 2018-10-25 | Completed | 33% | $64.16 | $59.00 | -8.04% | Signal |
| 2016-07-26 | 2018-10-23 | Completed | 34% | $48.64 | $59.86 | 23.06% | Signal |
| 2018-05-04 | 2018-07-31 | Interest | 33% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2016-05-05 | 2018-05-04 | Completed | 33% | $46.39 | $61.81 | 33.25% | Signal |
| 2016-01-25 | 2017-02-09 | Interest | 33% | $1.00 | $1.02 | 1.97% | Interest Income |
| 2015-10-12 | 2016-07-26 | Interest | 34% | $1.00 | $1.01 | 1.50% | Interest Income |
| 2015-08-14 | 2016-05-05 | Interest | 33% | $1.00 | $1.01 | 1.47% | Interest Income |
| 2015-09-17 | 2016-01-25 | Completed | 33% | $46.17 | $42.61 | -7.71% | Signal |
| 2015-09-17 | 2015-10-12 | Completed | 34% | $46.17 | $46.93 | 1.64% | 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 |
| 2015-04-22 | 2015-08-25 | Completed | 34% | $50.10 | $46.27 | -7.65% | Stop |
| 2012-12-13 | 2015-08-25 | Completed | 33% | $36.50 | $46.27 | 26.77% | Stop |
| 2015-02-25 | 2015-08-14 | Completed | 33% | $49.25 | $48.41 | -1.71% | Signal |
| 2015-02-03 | 2015-04-22 | Interest | 34% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2014-10-20 | 2015-02-25 | Interest | 33% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2012-04-16 | 2015-02-03 | Completed | 34% | $34.39 | $47.27 | 37.44% | Signal |
| 2012-09-12 | 2014-10-20 | Completed | 33% | $35.68 | $44.89 | 25.82% | Signal |
| 2012-05-25 | 2012-12-13 | Interest | 33% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2012-06-04 | 2012-09-12 | Interest | 33% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2012-01-18 | 2012-06-04 | Completed | 33% | $32.47 | $31.22 | -3.85% | Stop |
| 2011-08-31 | 2012-05-25 | Completed | 33% | $32.50 | $32.00 | -1.53% | Signal |
| 2011-09-26 | 2012-04-16 | Interest | 34% | $1.00 | $1.01 | 1.12% | Interest Income |
| 2011-07-27 | 2012-01-18 | Interest | 33% | $1.00 | $1.01 | 0.99% | Interest Income |
| 2011-08-29 | 2011-09-26 | Completed | 34% | $31.76 | $29.15 | -8.23% | Signal |
| 2011-08-09 | 2011-08-31 | 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 |
| 2010-06-22 | 2011-08-09 | Completed | 33% | $29.21 | $30.65 | 4.92% | Stop |
| 2010-11-23 | 2011-08-05 | Completed | 34% | $32.30 | $32.47 | 0.52% | Stop |
| 2010-09-30 | 2011-07-27 | Completed | 33% | $31.65 | $35.85 | 13.25% | Signal |
| 2010-07-20 | 2010-11-23 | Interest | 34% | $1.00 | $1.01 | 0.94% | Interest Income |
| 2010-06-18 | 2010-09-30 | Interest | 33% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2010-06-22 | 2010-07-20 | Completed | 34% | $29.21 | $28.21 | -3.41% | Signal |
| 2010-06-18 | 2010-06-22 | Interest | 34% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-06-18 | 2010-06-22 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
