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V

Visa Inc - Class A
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-09
Executive Summary
The quantitative backtest for V (Visa Inc - Class A) using the Excess Return MMA* strategy in a Trading context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -33.3% (compared to the benchmark's drawdown of -36.4%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 11.4%, compared to a Buy-and-Hold benchmark return of 20.2%. The strategy executed 135 total trades.

* Excess Return MMA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility.

🛡️ V Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-33.3% (vs -36.4% B&H)
+3.1% shallower drawdown
Drawdown Shield
3.1% Cut
Protected capital vs -36.4% B&H
Capital Sheltered from Risk
30.2% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.

📊 V Quality Metrics & KPI Summary

Metric 1Y5Y10YFull
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
Max Drawdown-6.30%-17.18%-28.02%-24.14%-33.29%-36.36%-33.29%-36.36%
Sharpe Ratio0.420.340.140.450.570.650.610.68
Sortino Ratio0.540.550.160.630.660.830.750.88
CAGR4.71%7.66%2.03%10.90%9.33%17.10%11.39%20.23%
% Time Invested38.6%100.0%57.7%100.0%68.4%100.0%69.8%100.0%
Trades / Year4.00.07.60.07.10.07.50.0

Cumulative Growth Performance

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Hydrating Performance Trajectory... Loading historical performance data
Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of V under the Excess Return MMA strategy (Trading) versus Buy & Hold. The strategy produced a 11.4% CAGR with a -33.3% Max Drawdown across 135 trade signals (compared to Buy & Hold's 20.2% CAGR and -36.4% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for V under Excess Return MMA strategy in Trading context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for V under Excess Return MMA (Trading). Visualizes return frequency, volatility clustering, and tail-risk truncation relative to standard buy-and-hold returns.
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Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.

Diversifier Asset Category 1Y Correlation (r) Action
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Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription.
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2025-09-22 2026-07-10 Interest (CASH) 33.33% $1.00 $1.03 2.98% Interest Income
2026-06-11 2026-07-07 Interest (CASH) 33.33% $1.00 $1.00 0.24% Interest Income
2026-04-16 2026-06-11 Completed 33.33% $315.11 $321.40 1.95% Signal
2026-02-18 2026-05-14 Interest (CASH) 33.33% $1.00 $1.01 0.87% Interest Income
2026-01-21 2026-04-16 Interest (CASH) 33.33% $1.00 $1.01 0.85% Interest Income
2026-01-09 2026-02-18 Completed 33.33% $350.06 $318.25 -9.13% Signal
2025-12-12 2026-01-21 Completed 33.33% $345.92 $324.48 -6.25% Signal
2025-07-31 2026-01-09 Interest (CASH) 33.33% $1.00 $1.02 1.75% Interest Income
2025-11-03 2025-12-12 Interest (CASH) 33.33% $1.00 $1.00 0.42% Interest Income
2025-10-13 2025-11-03 Completed 33.33% $340.99 $338.29 -0.84% Signal
2025-09-19 2025-10-13 Interest (CASH) 33.33% $1.00 $1.00 0.25% Interest Income
2024-08-19 2025-09-22 Completed 33.33% $263.45 $336.32 27.60% Signal
2025-08-27 2025-09-19 Completed 33.33% $347.93 $337.75 -2.97% Signal
2025-07-30 2025-08-27 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2025-05-16 2025-07-31 Completed 33.33% $359.44 $345.55 -3.91% Signal
2025-07-18 2025-07-30 Completed 33.33% $346.12 $348.30 0.58% Signal
2025-06-25 2025-07-18 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2025-05-12 2025-06-25 Completed 33.33% $355.08 $347.06 -2.31% Signal
2025-04-22 2025-05-16 Interest (CASH) 33.33% $1.00 $1.00 0.30% Interest Income
2025-04-17 2025-05-12 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2024-08-19 2025-04-22 Completed 33.33% $263.45 $320.19 21.48% Signal
2025-04-04 2025-04-17 Completed 33.33% $326.26 $327.32 0.27% Signal
2025-03-13 2025-04-04 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2025-02-10 2025-03-13 Completed 33.33% $344.17 $327.24 -4.97% Signal
2025-01-16 2025-02-10 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2024-10-29 2025-01-16 Completed 33.33% $280.05 $311.65 11.23% Signal
2024-10-07 2024-10-29 Interest (CASH) 33.33% $1.00 $1.00 0.29% Interest Income
2024-08-19 2024-10-07 Completed 33.33% $263.45 $273.48 3.75% Signal
2024-07-01 2024-08-19 Interest (CASH) 33.33% $1.00 $1.01 0.71% Interest Income
2024-06-07 2024-08-19 Interest (CASH) 33.33% $1.00 $1.01 1.03% Interest Income
2024-04-30 2024-08-19 Interest (CASH) 33.33% $1.00 $1.02 1.61% Interest Income
2023-01-11 2024-07-01 Completed 33.33% $215.05 $259.35 20.54% Signal
2024-05-13 2024-06-07 Completed 33.33% $276.21 $273.04 -1.20% Signal
2024-04-05 2024-05-13 Interest (CASH) 33.33% $1.00 $1.01 0.55% Interest Income
2023-11-22 2024-04-30 Completed 33.33% $247.82 $265.49 7.07% Signal
2023-10-19 2024-04-05 Completed 33.33% $232.12 $270.95 16.67% Signal
2023-10-06 2023-11-22 Interest (CASH) 33.33% $1.00 $1.01 0.71% Interest Income
2023-09-27 2023-10-19 Interest (CASH) 33.33% $1.00 $1.00 0.35% Interest Income
2023-07-20 2023-10-06 Completed 33.33% $235.28 $227.91 -3.18% Signal
2023-08-29 2023-09-27 Completed 33.33% $238.01 $225.07 -5.48% Signal
2023-08-07 2023-08-29 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2023-06-28 2023-08-07 Completed 33.33% $221.95 $233.39 5.10% Signal
2023-06-27 2023-07-20 Interest (CASH) 33.33% $1.00 $1.00 0.34% Interest Income
2023-05-11 2023-06-28 Interest (CASH) 33.33% $1.00 $1.01 0.67% Interest Income
2023-04-28 2023-06-27 Completed 33.33% $222.64 $221.93 -0.37% Signal
2023-04-03 2023-05-11 Completed 33.33% $219.31 $225.12 2.60% Signal
2023-04-05 2023-04-28 Interest (CASH) 33.33% $1.00 $1.00 0.32% Interest Income
2022-11-29 2023-04-05 Completed 33.33% $203.45 $220.82 8.48% Signal
2023-02-28 2023-04-03 Interest (CASH) 33.33% $1.00 $1.00 0.45% Interest Income
2023-01-18 2023-02-28 Completed 33.33% $217.76 $214.22 -1.68% Signal
2022-12-22 2023-01-18 Interest (CASH) 33.33% $1.00 $1.00 0.28% Interest Income
2022-11-04 2023-01-11 Interest (CASH) 33.33% $1.00 $1.01 0.77% Interest Income
2022-10-21 2022-12-22 Completed 33.33% $180.16 $199.95 10.93% Signal
2022-11-04 2022-11-29 Interest (CASH) 33.33% $1.00 $1.00 0.27% Interest Income
2022-10-31 2022-11-04 Completed 33.33% $202.58 $191.02 -5.75% Stop
2022-10-31 2022-11-04 Completed 33.33% $202.58 $191.02 -5.75% Stop
2022-09-27 2022-10-31 Interest (CASH) 33.33% $1.00 $1.00 0.35% Interest Income
2022-05-23 2022-10-31 Interest (CASH) 33.33% $1.00 $1.01 1.15% Interest Income
2022-08-31 2022-10-21 Interest (CASH) 33.33% $1.00 $1.00 0.48% Interest Income
2022-08-04 2022-09-27 Completed 33.33% $203.78 $176.97 -13.20% Signal
2022-07-21 2022-08-31 Completed 33.33% $206.32 $194.90 -5.58% Signal
2022-05-18 2022-08-04 Interest (CASH) 33.33% $1.00 $1.00 0.38% Interest Income
2022-06-28 2022-07-21 Interest (CASH) 33.33% $1.00 $1.00 0.13% Interest Income
2022-05-31 2022-06-28 Completed 33.33% $203.63 $197.46 -3.08% Signal
2022-04-25 2022-05-31 Interest (CASH) 33.33% $1.00 $1.00 0.09% Interest Income
2022-03-24 2022-05-23 Completed 33.33% $207.70 $194.44 -6.43% Signal
2022-04-29 2022-05-18 Completed 33.33% $211.21 $196.32 -7.10% Signal
2022-03-08 2022-04-29 Interest (CASH) 33.33% $1.00 $1.00 0.09% Interest Income
2022-03-29 2022-04-25 Completed 33.33% $217.22 $199.35 -8.27% Signal
2022-03-07 2022-03-29 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2021-10-28 2022-03-24 Interest (CASH) 33.33% $1.00 $1.00 0.07% Interest Income
2022-01-18 2022-03-08 Completed 33.33% $208.22 $183.57 -11.88% Stop
2022-02-16 2022-03-07 Completed 33.33% $219.79 $193.06 -12.20% Signal
2022-01-25 2022-02-16 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2021-12-13 2022-01-25 Completed 33.33% $204.91 $192.54 -6.09% Signal
2021-09-13 2022-01-18 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2021-11-05 2021-12-13 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2021-10-07 2021-11-05 Completed 33.33% $220.40 $204.07 -7.46% Signal
2020-07-02 2021-10-28 Completed 33.33% $187.33 $211.10 12.63% Signal
2021-08-16 2021-10-07 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2021-03-11 2021-09-13 Completed 33.33% $215.58 $217.15 0.68% Signal
2021-06-15 2021-08-16 Completed 33.33% $225.42 $223.58 -0.87% Signal
2021-05-21 2021-06-15 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-04-26 2021-05-21 Completed 33.33% $221.57 $218.15 -1.59% Signal
2021-04-01 2021-04-26 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-02-17 2021-04-01 Completed 33.33% $197.07 $205.25 4.10% Signal
2021-02-12 2021-03-11 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2021-01-25 2021-02-17 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2020-12-03 2021-02-12 Completed 33.33% $201.10 $201.01 -0.10% Signal
2021-01-20 2021-01-25 Completed 33.33% $194.63 $192.05 -1.37% Signal
2020-12-24 2021-01-20 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-11-23 2020-12-24 Completed 33.33% $196.23 $198.09 0.90% Signal
2020-10-29 2020-12-03 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-10-30 2020-11-23 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-10-15 2020-10-30 Completed 33.33% $192.40 $174.84 -9.17% Signal
2020-05-12 2020-10-29 Completed 33.33% $175.14 $175.17 -0.04% Signal
2020-09-23 2020-10-15 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-07-22 2020-09-23 Completed 33.33% $187.78 $192.20 2.30% Signal
2020-06-29 2020-07-22 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2020-05-05 2020-07-02 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2020-04-07 2020-06-29 Completed 33.33% $169.61 $181.51 6.96% Signal
2020-03-27 2020-05-12 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2020-03-24 2020-05-05 Completed 33.33% $138.20 $170.88 23.58% Signal
2020-03-02 2020-04-07 Interest (CASH) 33.33% $1.00 $1.00 0.03% Interest Income
2020-03-24 2020-03-27 Completed 33.33% $138.20 $153.69 11.16% Signal
2020-03-02 2020-03-24 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2020-03-02 2020-03-24 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2019-11-20 2020-03-02 Completed 33.33% $173.70 $177.78 2.30% Stop
2019-10-18 2020-03-02 Completed 33.33% $169.21 $177.78 5.01% Stop
2019-03-25 2020-03-02 Completed 33.33% $144.49 $177.78 22.98% Stop
2019-10-02 2019-11-20 Interest (CASH) 33.33% $1.00 $1.00 0.22% Interest Income
2019-09-24 2019-10-18 Interest (CASH) 33.33% $1.00 $1.00 0.12% Interest Income
2019-02-13 2019-10-02 Completed 33.33% $135.27 $164.21 21.33% Signal
2019-09-05 2019-09-24 Completed 33.33% $174.76 $167.51 -4.20% Signal
2019-08-13 2019-09-05 Interest (CASH) 33.33% $1.00 $1.00 0.12% Interest Income
2019-06-13 2019-08-13 Completed 33.33% $163.50 $165.64 1.26% Signal
2019-05-21 2019-06-13 Interest (CASH) 33.33% $1.00 $1.00 0.15% Interest Income
2019-01-11 2019-05-21 Completed 33.33% $130.41 $156.32 19.81% Signal
2018-12-24 2019-03-25 Interest (CASH) 33.33% $1.00 $1.01 0.58% Interest Income
2018-11-08 2019-02-13 Interest (CASH) 33.33% $1.00 $1.01 0.61% Interest Income
2018-12-07 2019-01-11 Interest (CASH) 33.33% $1.00 $1.00 0.22% Interest Income
2017-02-27 2018-12-24 Completed 33.33% $82.63 $115.57 39.79% Stop
2018-11-12 2018-12-07 Completed 33.33% $135.53 $133.31 -1.69% Signal
2018-10-16 2018-11-12 Interest (CASH) 33.33% $1.00 $1.00 0.17% Interest Income
2018-05-09 2018-11-08 Completed 33.33% $122.48 $136.65 11.51% Signal
2018-09-07 2018-10-16 Completed 33.33% $136.07 $131.08 -3.72% Signal
2018-08-15 2018-09-07 Interest (CASH) 33.33% $1.00 $1.00 0.13% Interest Income
2018-07-31 2018-08-15 Completed 33.33% $129.39 $132.43 2.30% Signal
2018-07-09 2018-07-31 Interest (CASH) 33.33% $1.00 $1.00 0.13% Interest Income
2018-04-24 2018-07-09 Completed 33.33% $117.64 $127.33 8.18% Signal
2018-04-17 2018-05-09 Interest (CASH) 33.33% $1.00 $1.00 0.12% Interest Income
2018-04-02 2018-04-24 Interest (CASH) 33.33% $1.00 $1.00 0.11% Interest Income
2017-01-26 2018-04-17 Completed 33.33% $78.37 $115.79 47.68% Signal
2018-03-13 2018-04-02 Completed 33.33% $117.05 $112.36 -4.06% Signal
2018-02-16 2018-03-13 Interest (CASH) 33.33% $1.00 $1.00 0.10% Interest Income
2017-12-28 2018-02-16 Completed 33.33% $107.49 $114.58 6.54% Signal
2017-12-05 2017-12-28 Interest (CASH) 33.33% $1.00 $1.00 0.08% Interest Income
2017-07-20 2017-12-05 Completed 33.33% $92.89 $102.40 10.18% Signal
2017-06-27 2017-07-20 Interest (CASH) 33.33% $1.00 $1.00 0.07% Interest Income
2017-04-28 2017-06-27 Completed 33.33% $85.50 $89.18 4.25% Signal
2017-04-05 2017-04-28 Interest (CASH) 33.33% $1.00 $1.00 0.05% Interest Income
2016-12-27 2017-04-05 Completed 33.33% $73.09 $83.39 14.03% Signal
2017-01-20 2017-02-27 Interest (CASH) 33.33% $1.00 $1.00 0.05% Interest Income
2016-11-23 2017-01-26 Interest (CASH) 33.33% $1.00 $1.00 0.09% Interest Income
2016-05-18 2017-01-20 Completed 33.33% $71.36 $76.66 7.37% Signal
2016-10-24 2016-12-27 Interest (CASH) 33.33% $1.00 $1.00 0.08% Interest Income
2016-08-17 2016-11-23 Completed 33.33% $75.21 $74.69 -0.75% Signal
2016-07-21 2016-10-24 Completed 33.33% $73.90 $77.60 4.95% Signal
2016-07-05 2016-08-17 Interest (CASH) 33.33% $1.00 $1.00 0.04% Interest Income
2016-06-28 2016-07-21 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2016-04-04 2016-07-05 Completed 33.33% $72.40 $69.07 -4.65% Signal
2016-06-02 2016-06-28 Completed 33.33% $73.74 $69.81 -5.38% Signal
2016-05-10 2016-06-02 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2016-03-17 2016-05-18 Interest (CASH) 33.33% $1.00 $1.00 0.04% Interest Income
2016-04-15 2016-05-10 Completed 33.33% $74.52 $72.82 -2.33% Signal
2016-03-23 2016-04-15 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2016-01-20 2016-04-04 Interest (CASH) 33.33% $1.00 $1.00 0.06% Interest Income
2016-02-29 2016-03-23 Completed 33.33% $67.66 $67.74 0.07% Signal
2015-09-17 2016-03-17 Completed 33.33% $65.96 $67.12 1.71% Signal
2015-12-15 2016-02-29 Interest (CASH) 33.33% $1.00 $1.00 0.05% Interest Income
2015-10-27 2016-01-20 Completed 33.33% $72.19 $64.84 -10.23% Signal
2015-10-26 2015-12-15 Completed 33.33% $72.23 $72.63 0.50% Signal
2015-10-05 2015-10-27 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-10-02 2015-10-26 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-09-17 2015-10-05 Completed 33.33% $65.96 $65.74 -0.39% Signal
2015-09-25 2015-10-02 Completed 33.33% $65.86 $63.65 -3.41% Signal
2015-08-25 2015-09-25 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-08-25 2015-09-17 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-08-25 2015-09-17 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-07-20 2015-08-25 Completed 33.33% $65.84 $66.32 0.68% Stop
2015-05-27 2015-08-25 Completed 33.33% $63.59 $66.32 4.24% Stop
2014-08-26 2015-08-25 Completed 33.33% $49.71 $66.32 33.34% Stop
2015-06-16 2015-07-20 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-04-24 2015-06-16 Completed 33.33% $62.81 $63.22 0.60% Signal
2015-05-04 2015-05-27 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-11-03 2015-05-04 Completed 33.33% $55.34 $60.90 9.99% Signal
2015-03-20 2015-04-24 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2015-02-10 2015-03-20 Completed 33.33% $61.37 $62.00 0.98% Signal
2015-01-16 2015-02-10 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-10-30 2015-01-16 Completed 33.33% $52.48 $57.96 10.38% Signal
2014-09-11 2014-11-03 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-09-26 2014-10-30 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-08-29 2014-09-26 Completed 33.33% $49.27 $48.56 -1.50% Signal
2014-06-17 2014-09-11 Completed 33.33% $48.16 $49.76 3.27% Signal
2014-08-07 2014-08-29 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-06-06 2014-08-26 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2014-07-18 2014-08-07 Completed 33.33% $50.24 $48.40 -3.70% Signal
2014-06-25 2014-07-18 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2014-05-08 2014-06-25 Completed 33.33% $47.80 $47.51 -0.64% Signal
2014-04-09 2014-06-17 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2011-04-12 2014-06-06 Completed 33.33% $17.19 $48.71 183.21% Signal
2014-03-20 2014-05-08 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2013-10-03 2014-04-09 Completed 33.33% $43.75 $46.80 6.91% Signal
2014-03-05 2014-03-20 Completed 33.33% $51.61 $51.27 -0.71% Signal
2014-02-10 2014-03-05 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2013-12-12 2014-02-10 Completed 33.33% $46.81 $50.67 8.20% Signal
2013-11-19 2013-12-12 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2013-11-08 2013-11-19 Completed 33.33% $44.61 $45.75 2.50% Signal
2013-10-17 2013-11-08 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2013-09-12 2013-10-17 Completed 33.33% $42.49 $44.59 4.90% Signal
2013-09-05 2013-10-03 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2013-08-08 2013-09-12 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2012-07-05 2013-09-05 Completed 33.33% $28.38 $40.14 41.38% Signal
2013-07-03 2013-08-08 Completed 33.33% $41.90 $41.49 -1.01% Signal
2013-06-11 2013-07-03 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2013-05-23 2013-06-11 Completed 33.33% $40.58 $41.07 1.17% Signal
2013-05-01 2013-05-23 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2013-03-05 2013-05-01 Completed 33.33% $36.35 $37.92 4.26% Signal
2013-02-08 2013-03-05 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2012-09-25 2013-02-08 Completed 33.33% $30.26 $35.66 17.82% Signal
2012-08-31 2012-09-25 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2012-07-09 2012-08-31 Completed 33.33% $27.79 $28.82 3.66% Signal
2012-06-14 2012-07-09 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2012-06-12 2012-07-05 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2012-06-11 2012-06-14 Completed 33.33% $26.46 $26.01 -1.76% Signal
2011-02-23 2012-06-12 Completed 33.33% $16.46 $26.27 59.54% Signal
2012-05-17 2012-06-11 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2012-02-21 2012-05-17 Completed 33.33% $25.96 $26.40 1.65% Signal
2012-01-27 2012-02-21 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2011-11-02 2012-01-27 Completed 33.33% $20.87 $22.57 8.12% Signal
2011-10-11 2011-11-02 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2011-08-30 2011-10-11 Completed 33.33% $19.43 $19.90 2.36% Signal
2011-08-08 2011-08-30 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2011-06-30 2011-08-08 Completed 33.33% $19.29 $17.95 -6.95% Signal
2011-06-07 2011-06-30 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2011-04-05 2011-06-07 Completed 33.33% $16.80 $17.64 4.96% Signal
2011-03-02 2011-04-12 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2011-03-11 2011-04-05 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2011-02-25 2011-03-11 Completed 33.33% $16.58 $15.95 -3.82% Signal
2010-11-22 2011-03-02 Completed 33.33% $17.10 $16.22 -5.19% Signal
2011-02-02 2011-02-25 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2010-12-30 2011-02-23 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2011-01-25 2011-02-02 Completed 33.33% $15.87 $15.85 -0.19% Signal
2010-12-31 2011-01-25 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2010-12-13 2010-12-31 Completed 33.33% $17.91 $15.68 -12.52% Signal
2010-10-19 2010-12-30 Completed 33.33% $17.28 $15.77 -8.74% Signal
2010-11-18 2010-12-13 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2010-06-23 2010-11-22 Interest (CASH) 33.33% $1.00 $1.00 0.06% Interest Income
2010-09-29 2010-11-18 Completed 33.33% $16.25 $17.01 4.62% Signal
2010-05-07 2010-10-19 Interest (CASH) 33.33% $1.00 $1.00 0.07% Interest Income
2010-08-09 2010-09-29 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2010-08-05 2010-08-09 Completed 33.33% $16.03 $16.25 1.32% Signal
2010-07-14 2010-08-05 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2010-06-17 2010-07-14 Completed 33.33% $17.29 $17.02 -1.64% Signal
2010-06-01 2010-06-23 Completed 33.33% $16.11 $17.55 8.87% Signal
2010-05-07 2010-06-17 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2010-05-07 2010-06-01 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2010-02-18 2010-05-07 Completed 33.33% $19.08 $18.43 -3.47% Stop
2009-08-19 2010-05-07 Completed 33.33% $14.67 $18.43 25.54% Stop
2009-04-08 2010-05-07 Completed 33.33% $12.75 $18.43 44.52% Stop
2010-01-25 2010-02-18 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2009-11-02 2010-01-25 Completed 33.33% $16.83 $18.48 9.72% Signal
2009-10-09 2009-11-02 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2009-07-21 2009-10-09 Completed 33.33% $14.83 $15.83 6.71% Signal
2009-07-28 2009-08-19 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2009-03-25 2009-07-28 Completed 33.33% $11.90 $14.96 25.64% Signal
2009-06-26 2009-07-21 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2009-04-07 2009-06-26 Completed 33.33% $12.87 $13.65 6.01% Signal
2008-10-03 2009-04-08 Interest (CASH) 33.33% $1.00 $1.00 0.13% Interest Income
2009-03-16 2009-04-07 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2009-03-03 2009-03-25 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2009-02-11 2009-03-16 Completed 33.33% $11.93 $11.68 -2.12% Signal
2009-02-20 2009-03-03 Completed 33.33% $12.05 $12.07 0.10% Signal
2009-01-20 2009-02-20 Interest (CASH) 33.33% $1.00 $1.00 0.02% Interest Income
2009-01-20 2009-02-11 Interest (CASH) 33.33% $1.00 $1.00 0.01% Interest Income
2008-12-31 2009-01-20 Completed 33.33% $11.14 $10.14 -9.06% Stop
2008-12-17 2009-01-20 Completed 33.33% $11.95 $10.14 -15.22% Stop
2008-09-29 2008-12-31 Interest (CASH) 33.33% $1.00 $1.00 0.08% Interest Income
2008-11-24 2008-12-17 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income
2008-11-05 2008-11-24 Completed 33.33% $12.80 $10.48 -18.20% Stop
2008-09-29 2008-11-05 Interest (CASH) 33.33% $1.00 $1.00 0.07% Interest Income
2008-10-01 2008-10-03 Completed 33.33% $13.34 $12.98 -2.81% Signal
2008-09-29 2008-10-01 Interest (CASH) 33.33% $1.00 $1.00 0.00% Interest Income

Next Steps: Portfolio Integration & Comparative Analysis

Single-ticker trend following is designed to truncate tail risk inside a broader portfolio. View where V ranks across 40+ tracked assets, evaluate correlation against non-correlated diversifiers, or model it inside a custom all-weather asset mix.

📊 View Full 40-Asset Backtest Matrix → 🛠️ Build Custom Portfolio with V → ⚖️ Compare V vs Non-Correlated Assets →