Moving Average (50/200)
VZ
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-09
Trading Style:
Methodology:
VZ Quality Metrics & KPI Summary
| Metric | Strategy | Buy & Hold | Description |
|---|---|---|---|
| CAGR | 5.11% | 9.42% | Compound Annual Growth Rate. Measures the mean annual growth rate of an investment over a specified period of time longer than one year. |
| Sharpe Ratio | 0.30 | 0.38 | A measure of risk-adjusted return. Higher indicates better return per unit of volatility. |
| Max Drawdown | -42.75% | -56.82% | The maximum loss from a peak to a trough of a portfolio, before a new peak is attained. |
| % Time Invested | 62.8% | 100.0% | The percentage of total simulation time where the strategy held a long position in the asset. |
| Trades / Year | 1.6 | 0.0 | The average number of trade executions per calendar year. Low turnover reduces slippage and tax drag. |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-05 | 2026-04-07 | OPEN | 100% | $50.97 | $48.62 | -4.61% | Mark-to-Market |
| 2026-02-10 | 2026-03-05 | INTEREST | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2026-02-06 | 2026-02-10 | COMPLETED | 100% | $46.97 | $47.02 | 0.11% | Signal |
| 2025-11-10 | 2026-02-06 | INTEREST | 100% | $1.00 | $1.01 | 0.98% | Interest Income |
| 2025-03-10 | 2025-11-10 | COMPLETED | 100% | $43.11 | $39.22 | -9.02% | Signal |
| 2025-02-12 | 2025-03-10 | INTEREST | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-12-20 | 2025-02-12 | COMPLETED | 100% | $32.33 | $37.90 | 17.21% | Signal |
| 2023-11-28 | 2023-12-20 | INTEREST | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2023-11-21 | 2023-11-28 | COMPLETED | 100% | $31.78 | $32.20 | 1.33% | Signal |
| 2023-07-10 | 2023-11-21 | INTEREST | 100% | $1.00 | $1.02 | 1.62% | Interest Income |
| 2023-07-06 | 2023-07-10 | COMPLETED | 100% | $31.02 | $30.32 | -2.24% | Signal |
| 2023-04-12 | 2023-07-06 | INTEREST | 100% | $1.00 | $1.01 | 0.82% | Interest Income |
| 2023-04-10 | 2023-04-12 | COMPLETED | 100% | $32.52 | $32.65 | 0.41% | Signal |
| 2022-05-02 | 2023-04-10 | INTEREST | 100% | $1.00 | $1.03 | 3.19% | Interest Income |
| 2022-04-25 | 2022-05-02 | COMPLETED | 100% | $40.05 | $36.28 | -9.41% | Signal |
| 2022-03-31 | 2022-04-25 | INTEREST | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2022-03-08 | 2022-03-31 | COMPLETED | 100% | $42.36 | $39.81 | -6.00% | Signal |
| 2021-07-14 | 2022-03-08 | INTEREST | 100% | $1.00 | $1.01 | 1.00% | Interest Income |
| 2021-06-03 | 2021-07-14 | COMPLETED | 100% | $42.20 | $42.21 | 0.04% | Signal |
| 2021-05-11 | 2021-06-03 | INTEREST | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-05-07 | 2021-05-11 | COMPLETED | 100% | $43.76 | $44.50 | 1.68% | Signal |
| 2021-03-02 | 2021-05-07 | INTEREST | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2020-08-27 | 2021-03-02 | COMPLETED | 100% | $42.96 | $40.72 | -5.21% | Signal |
| 2020-03-02 | 2020-08-27 | INTEREST | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2018-07-09 | 2020-03-02 | COMPLETED | 100% | $33.80 | $38.90 | 15.10% | Stop |
| 2018-06-14 | 2018-07-09 | INTEREST | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-06-12 | 2018-06-14 | COMPLETED | 100% | $32.46 | $31.27 | -3.67% | Signal |
| 2018-05-01 | 2018-06-12 | INTEREST | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2018-04-18 | 2018-05-01 | COMPLETED | 100% | $32.08 | $32.40 | 1.00% | Signal |
| 2018-03-26 | 2018-04-18 | INTEREST | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2017-09-27 | 2018-03-26 | COMPLETED | 100% | $31.07 | $30.25 | -2.66% | Stop |
| 2017-03-07 | 2017-09-27 | INTEREST | 100% | $1.00 | $1.01 | 1.28% | Interest Income |
| 2017-01-24 | 2017-03-07 | COMPLETED | 100% | $30.97 | $30.81 | -0.52% | Signal |
| 2016-10-31 | 2017-01-24 | INTEREST | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2016-02-02 | 2016-10-31 | COMPLETED | 100% | $29.89 | $29.41 | -1.59% | Signal |
| 2015-07-24 | 2016-02-02 | INTEREST | 100% | $1.00 | $1.01 | 1.13% | Interest Income |
| 2015-03-23 | 2015-07-24 | COMPLETED | 100% | $28.02 | $26.74 | -4.55% | Signal |
| 2015-01-22 | 2015-03-23 | INTEREST | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2014-05-22 | 2015-01-22 | COMPLETED | 100% | $26.83 | $27.08 | 0.94% | Signal |
| 2014-01-27 | 2014-05-22 | INTEREST | 100% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2013-11-18 | 2014-01-27 | COMPLETED | 100% | $26.81 | $25.68 | -4.21% | Signal |
| 2013-10-10 | 2013-11-18 | INTEREST | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2013-09-26 | 2013-10-10 | COMPLETED | 100% | $24.77 | $24.84 | 0.27% | Signal |
| 2013-09-04 | 2013-09-26 | INTEREST | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2011-10-19 | 2013-09-04 | COMPLETED | 100% | $18.08 | $24.06 | 33.08% | Stop |
| 2011-09-27 | 2011-10-19 | INTEREST | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2010-08-17 | 2011-09-27 | COMPLETED | 100% | $13.67 | $17.60 | 28.73% | Signal |
| 2010-06-21 | 2010-08-17 | INTEREST | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2010-06-17 | 2010-06-21 | COMPLETED | 100% | $12.22 | $12.30 | 0.65% | Signal |
| 2010-03-18 | 2010-06-17 | INTEREST | 100% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2009-08-11 | 2010-03-18 | COMPLETED | 100% | $12.33 | $12.43 | 0.80% | Signal |
| 2009-07-20 | 2009-08-11 | INTEREST | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2009-05-21 | 2009-07-20 | COMPLETED | 100% | $11.64 | $11.87 | 1.99% | Signal |
| 2008-05-06 | 2009-05-21 | INTEREST | 100% | $1.00 | $1.04 | 3.51% | Interest Income |
| 2008-05-02 | 2008-05-06 | COMPLETED | 100% | $14.69 | $14.46 | -1.52% | Signal |
| 2008-01-22 | 2008-05-02 | INTEREST | 100% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2006-03-07 | 2008-01-22 | COMPLETED | 100% | $10.91 | $13.61 | 24.72% | Stop |
| 2006-01-18 | 2006-03-07 | INTEREST | 100% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2006-01-12 | 2006-01-18 | COMPLETED | 100% | $10.37 | $10.14 | -2.22% | Signal |
| 2005-02-25 | 2006-01-12 | INTEREST | 100% | $1.00 | $1.04 | 3.79% | Interest Income |
| 2005-02-23 | 2005-02-25 | COMPLETED | 100% | $10.91 | $10.94 | 0.28% | Signal |
| 2005-01-31 | 2005-02-23 | INTEREST | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2004-02-06 | 2005-01-31 | COMPLETED | 100% | $10.84 | $11.03 | 1.76% | Stop |
| 2004-01-12 | 2004-02-06 | INTEREST | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2004-01-08 | 2004-01-12 | COMPLETED | 100% | $10.90 | $10.61 | -2.58% | Signal |
| 2003-09-02 | 2004-01-08 | INTEREST | 100% | $1.00 | $1.01 | 1.49% | Interest Income |
| 2003-08-13 | 2003-09-02 | COMPLETED | 100% | $10.54 | $10.15 | -3.68% | Signal |
| 2003-07-22 | 2003-08-13 | INTEREST | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2003-04-03 | 2003-07-22 | COMPLETED | 100% | $10.28 | $10.21 | -0.68% | Stop |
| 2003-03-12 | 2003-04-03 | INTEREST | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2003-02-14 | 2003-03-12 | COMPLETED | 100% | $10.33 | $9.24 | -10.49% | Stop |
| 2003-01-23 | 2003-02-14 | INTEREST | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2002-12-12 | 2003-01-23 | COMPLETED | 100% | $10.83 | $10.50 | -3.04% | Stop |
| 2001-10-30 | 2002-12-12 | INTEREST | 100% | $1.00 | $1.05 | 5.24% | Interest Income |
| 2001-10-08 | 2001-10-30 | COMPLETED | 100% | $14.74 | $13.37 | -9.29% | Signal |
| 2001-09-10 | 2001-10-08 | INTEREST | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2001-03-20 | 2001-09-10 | COMPLETED | 100% | $12.71 | $13.24 | 4.15% | Stop |
| 2001-02-26 | 2001-03-20 | INTEREST | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2001-01-18 | 2001-02-26 | COMPLETED | 100% | $14.28 | $13.27 | -7.11% | Stop |
| 2000-12-22 | 2001-01-18 | INTEREST | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2000-12-06 | 2000-12-22 | COMPLETED | 100% | $15.18 | $12.75 | -16.02% | Stop |
| 2000-02-03 | 2000-12-06 | INTEREST | 100% | $1.00 | $1.05 | 5.07% | Interest Income |
| 2000-01-28 | 2000-02-03 | COMPLETED | 100% | $14.90 | $15.36 | 3.13% | Signal |
| 2000-01-05 | 2000-01-28 | INTEREST | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1999-04-16 | 2000-01-05 | COMPLETED | 100% | $14.42 | $15.07 | 4.54% | Stop |
| 1999-03-24 | 1999-04-16 | INTEREST | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 1998-10-22 | 1999-03-24 | COMPLETED | 100% | $12.35 | $12.78 | 3.50% | Stop |
| 1998-08-21 | 1998-10-22 | INTEREST | 100% | $1.00 | $1.01 | 0.80% | Interest Income |
| 1998-08-13 | 1998-08-21 | COMPLETED | 100% | $10.29 | $10.73 | 4.20% | Signal |
| 1998-07-22 | 1998-08-13 | INTEREST | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1997-04-22 | 1998-07-22 | COMPLETED | 100% | $7.06 | $10.97 | 55.45% | Stop |
| 1997-03-31 | 1997-04-22 | INTEREST | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1996-12-02 | 1997-03-31 | COMPLETED | 100% | $7.29 | $7.06 | -3.13% | Stop |
| 1996-06-03 | 1996-12-02 | INTEREST | 100% | $1.00 | $1.03 | 3.30% | Interest Income |
| 1996-04-04 | 1996-06-03 | COMPLETED | 100% | $7.04 | $7.08 | 0.57% | Signal |
| 1996-03-13 | 1996-04-04 | INTEREST | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1995-03-15 | 1996-03-13 | COMPLETED | 100% | $5.75 | $7.07 | 22.94% | Stop |
| 1994-10-28 | 1995-03-15 | INTEREST | 100% | $1.00 | $1.03 | 2.81% | Interest Income |
| 1994-08-04 | 1994-10-28 | COMPLETED | 100% | $6.04 | $5.48 | -9.20% | Signal |
| 1994-02-03 | 1994-08-04 | INTEREST | 100% | $1.00 | $1.03 | 3.35% | Interest Income |
| 1993-12-17 | 1994-02-03 | COMPLETED | 100% | $6.06 | $5.62 | -7.26% | Signal |
| 1993-11-24 | 1993-12-17 | INTEREST | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1992-07-06 | 1993-11-24 | COMPLETED | 100% | $4.24 | $5.88 | 38.65% | Stop |
| 1992-03-10 | 1992-07-06 | INTEREST | 100% | $1.00 | $1.02 | 2.32% | Interest Income |
| 1992-01-08 | 1992-03-10 | COMPLETED | 100% | $4.37 | $3.97 | -9.04% | Signal |
| 1991-10-04 | 1992-01-08 | INTEREST | 100% | $1.00 | $1.02 | 1.84% | Interest Income |
| 1991-09-25 | 1991-10-04 | COMPLETED | 100% | $4.16 | $4.06 | -2.43% | Signal |
| 1991-09-03 | 1991-09-25 | INTEREST | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 1991-08-29 | 1991-09-03 | COMPLETED | 100% | $4.51 | $4.51 | 0.00% | Signal |
| 1991-06-05 | 1991-08-29 | INTEREST | 100% | $1.00 | $1.02 | 1.89% | Interest Income |
| 1991-04-05 | 1991-06-05 | COMPLETED | 100% | $4.54 | $4.04 | -11.06% | Signal |
| 1991-03-13 | 1991-04-05 | INTEREST | 100% | $1.00 | $1.00 | 0.50% | Interest Income |
| 1990-11-06 | 1991-03-13 | COMPLETED | 100% | $4.65 | $4.19 | -9.99% | Stop |
| 1990-08-15 | 1990-11-06 | INTEREST | 100% | $1.00 | $1.02 | 1.96% | Interest Income |
| 1990-06-05 | 1990-08-15 | COMPLETED | 100% | $4.44 | $4.04 | -9.01% | Signal |
| 1990-05-11 | 1990-06-05 | INTEREST | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 1990-05-09 | 1990-05-11 | COMPLETED | 100% | $4.24 | $4.27 | 0.75% | Signal |
| 1990-03-14 | 1990-05-09 | INTEREST | 100% | $1.00 | $1.01 | 1.31% | Interest Income |
| 1990-02-14 | 1990-03-14 | COMPLETED | 100% | $3.85 | $3.85 | -0.14% | Signal |
| 1990-01-23 | 1990-02-14 | INTEREST | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1988-06-28 | 1990-01-23 | COMPLETED | 100% | $2.78 | $4.00 | 43.69% | Stop |
| 1988-04-22 | 1988-06-28 | INTEREST | 100% | $1.00 | $1.01 | 1.40% | Interest Income |
| 1988-02-25 | 1988-04-22 | COMPLETED | 100% | $2.69 | $2.49 | -7.26% | Signal |
| 1988-01-07 | 1988-02-25 | INTEREST | 100% | $1.00 | $1.01 | 1.04% | Interest Income |
| 1987-11-11 | 1988-01-07 | COMPLETED | 100% | $2.60 | $2.53 | -2.96% | Signal |
| 1987-10-20 | 1987-11-11 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-08-03 | 1987-10-20 | COMPLETED | 100% | $2.52 | $2.26 | -10.27% | Stop |
| 1987-04-15 | 1987-08-03 | INTEREST | 100% | $1.00 | $1.02 | 2.30% | Interest Income |
| 1986-10-07 | 1987-04-15 | COMPLETED | 100% | $2.33 | $2.29 | -1.46% | Stop |
| 1986-09-15 | 1986-10-07 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-09-06 | 1986-09-15 | COMPLETED | 100% | $1.15 | $2.32 | 101.35% | Stop |
| 1984-09-04 | 1984-09-06 | INTEREST | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
