VZ Surge's Analysis
Last Year: 2025-05-06 to present • 53 trades in period
+8.50%
Last Year Return
$14,145.77
Current Value
55%
Win Rate
$13,037.40
Period Start
PHASE 5: BULL TREND
Trend-following and momentum strategies active. Ride winners.
Fear & Greed
46
Fear
VIX
17.0
NORMAL
10Y Yield
4.45%
ELEVATED
Yield Curve
+0.51%
STEEP
HY Spread
2.77
CALM
🌍 Kp Index
🔴 1.7
Storm
⛈️ 4 storm days in 7d
RSI(14)
86 overbought
20d Trend
+20.8%
5d Trend
+7.0%
EMA20 Dist
+10.1%
ATR%
2.4%
Range Pos
96%
Bounce Ratio
12.1×
Green/Red 10d
8/2
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.
Strategy Score Scored May 5, 2026
31
Lifetime
Confidence: 75%
Quality Components
Return-to-Risk
12.1/35
Total Return
13.5/25
Win Rate
6.2/15
Profit Factor
3.8/15
Consistency
5.8/10
Raw Quality
41.4/100
× Confidence 0.75
= 31.0
30-Day Momentum
Insufficient Recent Data
Fewer than 3 trades in the last 30 days. Momentum scores require recent trading activity.
How Scoring Works:
Score = Quality × Confidence.
Quality (0-100) rates absolute performance across 5 dimensions:
Return-to-Risk (35pts), Total Return (25pts), Win Rate (15pts), Profit Factor (15pts), Consistency (10pts).
Confidence (75%) adjusts for trade count and freshness —
more trades + recent activity = higher confidence.
Momentum uses the same model recalibrated for a 30-day trailing window.
PRO status requires both Lifetime Score ≥ 70 and Momentum ≥ 40.
Data Transparency (Last Year)
Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
31,047
Timeframe
5-Minute Bars
Period Range
2025-05-06 → 2026-05-05
Trading Days
265 days
Data Gaps
None (10 market holidays)
Market Closed (10 days)
2025-05-26 — Memorial Day, 2025-06-19 — Juneteenth, 2025-07-04 — Independence Day, 2025-09-01 — Labor Day, 2025-11-27 — Thanksgiving, 2025-12-25 — Christmas Day, 2026-01-01 — New Year's Day, 2026-01-19 — MLK Jr. Day, 2026-02-16 — Presidents' Day, 2026-04-03 — Good Friday
Brokerage: Alpaca Markets
✓ Tradeable on Alpaca
Stocks: Commission-free • Market hours: 9:30 AM - 4:00 PM ET
To execute these strategies, you'll need an Alpaca brokerage account.
Performance Summary (Last Year)
Period Start Capital
$13,037.40
Current Value
$14,145.77
Period P&L
$1,108.37
Max Drawdown
-12.0%
Sharpe Ratio
0.11
Trade Statistics (Last Year)
Trades in Period
53
Winners / Losers
29 /
24
Best Trade
+6.42%
Worst Trade
-3.02%
Avg Trade Return
+0.17%
Avg Hold Time
1.4d
💰 Trading Cost Analysis (Alpaca Fees) (Last Year)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$1,383,476.24
Estimated Fees
$0.00
Gross P&L
$1,108.37
Net P&L (after fees)
$1,108.37
Gross Return
+8.50%
Net Return (after fees)
+8.50%
✅ Stocks: Alpaca offers commission-free stock trading.
No fees on this symbol!
Actual fees may vary based on your volume tier. See Alpaca pricing.
Equity Curve — Your Money Over Time
Each dot is a completed trade. ● Green = profitable trade, ● Red = losing trade. Hover for details.
The dashed blue line shows your starting $10,000. Points above = profit, points below = loss.
🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset
Price Action + Equity Overlay
📈 VZ Price (left axis) vs 📊 Your Equity (right axis). See how the stock price moved while you held positions.
🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset
📊 Price data: 265 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Last Year - 53 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $13,037.40 at period start. When he sees a buy signal, he uses all available cash to buy shares. He holds until hitting his +5% target, -10% stop loss, or 30-day limit. After selling, the profit/loss is added to his balance, and the next trade uses that new balance.
| # | Action | Date & Time | Price/Share | Shares | Total Value | Balance After | Result | Exit Reason |
|---|---|---|---|---|---|---|---|---|
| 1 | 🟢 BUY | May 6, 2025 10:55am ET | $43.88 | 297 | $13,030.88 | — | — | — |
| 🔴 SELL | May 7, 2025 11:25am ET | $44.35 | 297 | $13,171.92 | $13,178.45 |
+$141.05 (+1.1%) |
END_OF_DAY
0m held |
|
| 2 | 🟢 BUY | May 9, 2025 11:25am ET | $43.86 | 300 | $13,158.00 | — | — | — |
| 🔴 SELL | May 12, 2025 10:00am ET | $42.79 | 300 | $12,837.00 | $12,857.45 |
$-321.00 (-2.4%) |
🛑 -10% Stop
0m held |
|
| 3 | 🟢 BUY | May 15, 2025 3:00pm ET | $43.42 | 296 | $12,852.32 | — | — | — |
| 🔴 SELL | May 16, 2025 3:30pm ET | $43.91 | 296 | $12,995.88 | $13,001.01 |
+$143.56 (+1.1%) |
END_OF_DAY
0m held |
|
| 4 | 🟢 BUY | May 16, 2025 3:35pm ET | $43.93 | 295 | $12,957.88 | — | — | — |
| 🔴 SELL | May 20, 2025 10:05am ET | $44.43 | 295 | $13,105.38 | $13,148.51 |
+$147.50 (+1.1%) |
END_OF_DAY
0m held |
|
| 5 | 🟢 BUY | May 30, 2025 11:45am ET | $43.87 | 299 | $13,117.13 | — | — | — |
| 🔴 SELL | Jun 2, 2025 12:15pm ET | $43.89 | 299 | $13,121.62 | $13,153.00 |
+$4.49 (+0.0%) |
END_OF_DAY
0m held |
|
| 6 | 🟢 BUY | Jun 2, 2025 1:05pm ET | $44.04 | 298 | $13,122.43 | — | — | — |
| 🔴 SELL | Jun 3, 2025 1:35pm ET | $43.81 | 298 | $13,055.38 | $13,085.95 |
$-67.05 (-0.5%) |
END_OF_DAY
0m held |
|
| 7 | 🟢 BUY | Jun 10, 2025 11:20am ET | $44.02 | 297 | $13,073.94 | — | — | — |
| 🔴 SELL | Jun 11, 2025 11:50am ET | $44.03 | 297 | $13,076.91 | $13,088.92 |
+$2.97 (+0.0%) |
END_OF_DAY
0m held |
|
| 8 | 🟢 BUY | Jun 23, 2025 3:45pm ET | $42.29 | 309 | $13,067.61 | — | — | — |
| 🔴 SELL | Jun 25, 2025 10:15am ET | $42.30 | 309 | $13,071.97 | $13,093.28 |
+$4.36 (+0.0%) |
END_OF_DAY
0m held |
|
| 9 | 🟢 BUY | Jun 27, 2025 10:40am ET | $42.44 | 308 | $13,071.52 | — | — | — |
| 🔴 SELL | Jun 30, 2025 11:10am ET | $42.62 | 308 | $13,125.42 | $13,147.18 |
+$53.90 (+0.4%) |
END_OF_DAY
0m held |
|
| 10 | 🟢 BUY | Jun 30, 2025 3:05pm ET | $42.91 | 306 | $13,130.46 | — | — | — |
| 🔴 SELL | Jul 1, 2025 3:35pm ET | $43.69 | 306 | $13,369.14 | $13,385.86 |
+$238.68 (+1.8%) |
END_OF_DAY
0m held |
|
| 11 | 🟢 BUY | Jul 1, 2025 3:40pm ET | $43.74 | 306 | $13,382.91 | — | — | — |
| 🔴 SELL | Jul 3, 2025 10:10am ET | $43.55 | 306 | $13,324.77 | $13,327.72 |
$-58.14 (-0.4%) |
END_OF_DAY
0m held |
|
| 12 | 🟢 BUY | Jul 8, 2025 11:45am ET | $43.20 | 308 | $13,307.05 | — | — | — |
| 🔴 SELL | Jul 9, 2025 10:00am ET | $42.72 | 308 | $13,157.76 | $13,178.43 |
$-149.29 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 13 | 🟢 BUY | Jul 10, 2025 10:40am ET | $42.18 | 312 | $13,158.60 | — | — | — |
| 🔴 SELL | Jul 11, 2025 10:15am ET | $41.73 | 312 | $13,019.76 | $13,039.59 |
$-138.84 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 14 | 🟢 BUY | Jul 21, 2025 10:20am ET | $42.56 | 306 | $13,021.83 | — | — | — |
| 🔴 SELL | Jul 22, 2025 10:50am ET | $42.94 | 306 | $13,139.64 | $13,157.40 |
+$117.81 (+0.9%) |
END_OF_DAY
0m held |
|
| 15 | 🟢 BUY | Jul 23, 2025 10:40am ET | $42.77 | 307 | $13,131.86 | — | — | — |
| 🔴 SELL | Jul 24, 2025 11:10am ET | $43.22 | 307 | $13,267.01 | $13,292.54 |
+$135.14 (+1.0%) |
END_OF_DAY
0m held |
|
| 16 | 🟢 BUY | Jul 29, 2025 11:05am ET | $42.80 | 310 | $13,269.49 | — | — | — |
| 🔴 SELL | Jul 30, 2025 11:35am ET | $42.76 | 310 | $13,255.60 | $13,278.65 |
$-13.89 (-0.1%) |
END_OF_DAY
0m held |
|
| 17 | 🟢 BUY | Jul 31, 2025 10:45am ET | $42.95 | 309 | $13,271.55 | — | — | — |
| 🔴 SELL | Aug 1, 2025 11:15am ET | $43.04 | 309 | $13,297.82 | $13,304.91 |
+$26.26 (+0.2%) |
END_OF_DAY
0m held |
|
| 18 | 🟢 BUY | Aug 7, 2025 12:30pm ET | $42.76 | 311 | $13,298.36 | — | — | — |
| 🔴 SELL | Aug 8, 2025 1:00pm ET | $43.11 | 311 | $13,405.66 | $13,412.21 |
+$107.30 (+0.8%) |
END_OF_DAY
0m held |
|
| 19 | 🟢 BUY | Aug 13, 2025 10:10am ET | $43.57 | 307 | $13,374.46 | — | — | — |
| 🔴 SELL | Aug 14, 2025 10:40am ET | $43.43 | 307 | $13,331.48 | $13,369.23 |
$-42.98 (-0.3%) |
END_OF_DAY
0m held |
|
| 20 | 🟢 BUY | Aug 15, 2025 11:40am ET | $44.09 | 303 | $13,357.76 | — | — | — |
| 🔴 SELL | Aug 18, 2025 12:10pm ET | $44.48 | 303 | $13,477.41 | $13,488.88 |
+$119.65 (+0.9%) |
END_OF_DAY
0m held |
|
| 21 | 🟢 BUY | Sep 11, 2025 11:40am ET | $43.88 | 307 | $13,469.63 | — | — | — |
| 🔴 SELL | Sep 12, 2025 12:10pm ET | $43.80 | 307 | $13,446.66 | $13,465.92 |
$-22.96 (-0.2%) |
END_OF_DAY
0m held |
|
| 22 | 🟢 BUY | Sep 30, 2025 11:40am ET | $43.78 | 307 | $13,438.93 | — | — | — |
| 🔴 SELL | Oct 1, 2025 12:10pm ET | $43.64 | 307 | $13,397.48 | $13,424.48 |
$-41.44 (-0.3%) |
END_OF_DAY
0m held |
|
| 23 | 🟢 BUY | Oct 3, 2025 1:40pm ET | $43.76 | 306 | $13,389.03 | — | — | — |
| 🔴 SELL | Oct 6, 2025 10:00am ET | $42.44 | 306 | $12,985.11 | $13,020.56 |
$-403.92 (-3.0%) |
🛑 -10% Stop
0m held |
|
| 24 | 🟢 BUY | Oct 14, 2025 11:50am ET | $40.23 | 323 | $12,992.68 | — | — | — |
| 🔴 SELL | Oct 15, 2025 12:20pm ET | $40.37 | 323 | $13,039.51 | $13,067.39 |
+$46.83 (+0.4%) |
END_OF_DAY
0m held |
|
| 25 | 🟢 BUY | Oct 22, 2025 10:10am ET | $39.76 | 328 | $13,041.28 | — | — | — |
| 🔴 SELL | Oct 23, 2025 10:00am ET | $39.27 | 328 | $12,878.92 | $12,905.03 |
$-162.36 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 26 | 🟢 BUY | Oct 27, 2025 12:00pm ET | $39.16 | 329 | $12,882.00 | — | — | — |
| 🔴 SELL | Oct 28, 2025 12:30pm ET | $39.38 | 329 | $12,956.02 | $12,979.06 |
+$74.03 (+0.6%) |
END_OF_DAY
0m held |
|
| 27 | 🟢 BUY | Oct 28, 2025 12:35pm ET | $39.36 | 329 | $12,949.44 | — | — | — |
| 🔴 SELL | Oct 29, 2025 10:55am ET | $40.39 | 329 | $13,287.82 | $13,317.44 |
+$338.38 (+2.6%) |
🎯 +5% Target
0m held |
|
| 28 | 🟢 BUY | Oct 31, 2025 10:15am ET | $39.52 | 337 | $13,316.56 | — | — | — |
| 🔴 SELL | Nov 3, 2025 10:00am ET | $38.98 | 337 | $13,134.58 | $13,135.46 |
$-181.98 (-1.4%) |
🛑 -10% Stop
0m held |
|
| 29 | 🟢 BUY | Nov 5, 2025 10:10am ET | $39.65 | 331 | $13,124.15 | — | — | — |
| 🔴 SELL | Nov 6, 2025 10:40am ET | $39.76 | 331 | $13,158.91 | $13,170.22 |
+$34.76 (+0.3%) |
END_OF_DAY
0m held |
|
| 30 | 🟢 BUY | Nov 7, 2025 11:10am ET | $40.32 | 326 | $13,142.69 | — | — | — |
| 🔴 SELL | Nov 7, 2025 12:30pm ET | $39.91 | 326 | $13,009.03 | $13,036.56 |
$-133.66 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 31 | 🟢 BUY | Nov 11, 2025 10:50am ET | $40.51 | 321 | $13,002.27 | — | — | — |
| 🔴 SELL | Nov 12, 2025 11:20am ET | $40.88 | 321 | $13,121.04 | $13,155.33 |
+$118.77 (+0.9%) |
END_OF_DAY
0m held |
|
| 32 | 🟢 BUY | Nov 13, 2025 11:00am ET | $41.46 | 317 | $13,141.24 | — | — | — |
| 🔴 SELL | Nov 14, 2025 10:00am ET | $40.80 | 317 | $12,932.02 | $12,946.11 |
$-209.22 (-1.6%) |
🛑 -10% Stop
0m held |
|
| 33 | 🟢 BUY | Nov 17, 2025 11:50am ET | $41.27 | 313 | $12,916.20 | — | — | — |
| 🔴 SELL | Nov 18, 2025 12:20pm ET | $41.36 | 313 | $12,945.68 | $12,975.59 |
+$29.48 (+0.2%) |
END_OF_DAY
0m held |
|
| 34 | 🟢 BUY | Nov 18, 2025 1:00pm ET | $41.45 | 313 | $12,972.29 | — | — | — |
| 🔴 SELL | Nov 19, 2025 11:25am ET | $41.03 | 313 | $12,842.39 | $12,845.69 |
$-129.90 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 35 | 🟢 BUY | Nov 20, 2025 11:20am ET | $41.37 | 310 | $12,823.15 | — | — | — |
| 🔴 SELL | Nov 20, 2025 3:45pm ET | $40.92 | 310 | $12,683.65 | $12,706.19 |
$-139.50 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 36 | 🟢 BUY | Nov 21, 2025 10:00am ET | $41.12 | 309 | $12,704.85 | — | — | — |
| 🔴 SELL | Nov 24, 2025 10:00am ET | $40.58 | 309 | $12,537.68 | $12,539.02 |
$-167.17 (-1.3%) |
🛑 -10% Stop
0m held |
|
| 37 | 🟢 BUY | Nov 26, 2025 11:10am ET | $40.89 | 306 | $12,512.34 | — | — | — |
| 🔴 SELL | Nov 28, 2025 11:40am ET | $41.01 | 306 | $12,549.06 | $12,575.74 |
+$36.72 (+0.3%) |
END_OF_DAY
0m held |
|
| 38 | 🟢 BUY | Nov 28, 2025 12:50pm ET | $41.07 | 306 | $12,565.89 | — | — | — |
| 🔴 SELL | Dec 2, 2025 10:00am ET | $40.55 | 306 | $12,409.22 | $12,419.07 |
$-156.67 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 39 | 🟢 BUY | Dec 5, 2025 10:40am ET | $41.83 | 296 | $12,380.20 | — | — | — |
| 🔴 SELL | Dec 8, 2025 10:00am ET | $41.07 | 296 | $12,155.24 | $12,194.11 |
$-224.96 (-1.8%) |
🛑 -10% Stop
0m held |
|
| 40 | 🟢 BUY | Dec 12, 2025 11:00am ET | $40.89 | 298 | $12,185.61 | — | — | — |
| 🔴 SELL | Dec 15, 2025 11:30am ET | $41.24 | 298 | $12,289.52 | $12,298.02 |
+$103.91 (+0.8%) |
END_OF_DAY
0m held |
|
| 41 | 🟢 BUY | Dec 24, 2025 11:40am ET | $40.13 | 306 | $12,279.78 | — | — | — |
| 🔴 SELL | Dec 26, 2025 3:05pm ET | $40.38 | 306 | $12,356.28 | $12,374.52 |
+$76.50 (+0.6%) |
END_OF_DAY
0m held |
|
| 42 | 🟢 BUY | Dec 30, 2025 1:45pm ET | $40.72 | 303 | $12,337.80 | — | — | — |
| 🔴 SELL | Dec 31, 2025 2:15pm ET | $40.94 | 303 | $12,403.31 | $12,440.03 |
+$65.51 (+0.5%) |
END_OF_DAY
0m held |
|
| 43 | 🟢 BUY | Jan 14, 2026 11:20am ET | $39.67 | 313 | $12,415.15 | — | — | — |
| 🔴 SELL | Jan 15, 2026 10:05am ET | $39.27 | 313 | $12,290.07 | $12,314.96 |
$-125.07 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 44 | 🟢 BUY | Jan 20, 2026 11:40am ET | $39.13 | 314 | $12,286.79 | — | — | — |
| 🔴 SELL | Jan 21, 2026 12:10pm ET | $39.11 | 314 | $12,280.51 | $12,308.68 |
$-6.28 (-0.1%) |
END_OF_DAY
0m held |
|
| 45 | 🟢 BUY | Jan 22, 2026 11:00am ET | $39.60 | 310 | $12,274.45 | — | — | — |
| 🔴 SELL | Jan 23, 2026 10:15am ET | $39.18 | 310 | $12,144.25 | $12,178.48 |
$-130.20 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 46 | 🟢 BUY | Jan 29, 2026 10:35am ET | $40.12 | 303 | $12,156.36 | — | — | — |
| 🔴 SELL | Jan 30, 2026 10:00am ET | $42.70 | 303 | $12,936.59 | $12,958.71 |
+$780.23 (+6.4%) |
🎯 +5% Target
0m held |
|
| 47 | 🟢 BUY | Jan 30, 2026 10:25am ET | $43.19 | 300 | $12,957.00 | — | — | — |
| 🔴 SELL | Jan 30, 2026 2:05pm ET | $44.27 | 300 | $13,281.00 | $13,282.71 |
+$324.00 (+2.5%) |
🎯 +5% Target
0m held |
|
| 48 | 🟢 BUY | Feb 3, 2026 10:55am ET | $45.72 | 290 | $13,260.25 | — | — | — |
| 🔴 SELL | Feb 4, 2026 10:00am ET | $47.04 | 290 | $13,641.60 | $13,664.06 |
+$381.35 (+2.9%) |
🎯 +5% Target
0m held |
|
| 49 | 🟢 BUY | Feb 4, 2026 2:30pm ET | $47.31 | 288 | $13,623.84 | — | — | — |
| 🔴 SELL | Feb 5, 2026 11:30am ET | $46.82 | 288 | $13,485.55 | $13,525.77 |
$-138.29 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 50 | 🟢 BUY | Feb 9, 2026 10:30am ET | $46.69 | 289 | $13,491.97 | — | — | — |
| 🔴 SELL | Feb 10, 2026 11:00am ET | $47.28 | 289 | $13,665.36 | $13,699.17 |
+$173.40 (+1.3%) |
END_OF_DAY
0m held |
|
| 51 | 🟢 BUY | Feb 10, 2026 11:20am ET | $47.46 | 288 | $13,667.04 | — | — | — |
| 🔴 SELL | Feb 11, 2026 10:10am ET | $48.67 | 288 | $14,016.96 | $14,049.09 |
+$349.92 (+2.6%) |
🎯 +5% Target
0m held |
|
| 52 | 🟢 BUY | Feb 11, 2026 10:15am ET | $48.88 | 287 | $14,029.99 | — | — | — |
| 🔴 SELL | Feb 12, 2026 10:45am ET | $49.75 | 287 | $14,278.25 | $14,297.35 |
+$248.26 (+1.8%) |
END_OF_DAY
0m held |
|
| 53 | 🟢 BUY | Feb 12, 2026 10:55am ET | $49.99 | 286 | $14,297.14 | — | — | — |
| 🔴 SELL | Feb 12, 2026 3:55pm ET | $49.46 | 286 | $14,145.56 | $14,145.77 |
$-151.58 (-1.1%) |
🛑 -10% Stop
0m held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$14,145.77
Net Profit/Loss:
+$4,145.77
Total Return:
+41.46%