Compendium › Surge › VTI
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
VTI
Alpaca Tradeable

Surge's Analysis

Last 3 Months: 2026-02-06 to present • 3 trades in period

+0.46%
Last 3 Months Return
$12,458.50
Current Value
33%
Win Rate
$12,401.70
Period Start
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PHASE 0: RANGING
Signals generated 2026-05-06 05:17:46

No strong directional signal. Monitor for regime shift.

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)
36.2 neutral
20d Trend
-2.9%
5d Trend
-2.1%
EMA20 Dist
-1.9%
ATR%
1.1%
Range Pos
52%
Bounce Ratio
0.6×
Green/Red 10d
4/6
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 5, 2026

32
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
13.2/35
Total Return
11.7/25
Win Rate
6.9/15
Profit Factor
3.8/15
Consistency
6.9/10
Raw Quality 42.5/100
× Confidence 0.75 = 31.9

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 3 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
4,816
Timeframe
5-Minute Bars
Period Range
2026-02-06 → 2026-05-05
Trading Days
61 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

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 3 Months)

Period Start Capital
$12,401.70
Current Value
$12,458.50
Period P&L
$56.80
Max Drawdown
-6.5%
Sharpe Ratio
0.26

Trade Statistics (Last 3 Months)

Trades in Period
3
Winners / Losers
1 / 2
Best Trade
+0.99%
Worst Trade
-0.50%
Avg Trade Return
+0.16%
Avg Hold Time
1.4d

💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$74,238.82
Estimated Fees
$0.00
Gross P&L
$56.80
Net P&L (after fees)
$56.80
Gross Return
+0.46%
Net Return (after fees)
+0.46%

✅ 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

📈 VTI 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: 61 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 3 Months - 3 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $12,401.70 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 Feb 6, 2026 12:05pm ET $339.78 36 $12,232.08 — — —
🔴 SELL Feb 9, 2026 12:35pm ET $343.14 36 $12,352.86 $12,522.48 +$120.78
(+1.0%) 		END_OF_DAY
0m held
2 🟢 BUY Feb 9, 2026 12:40pm ET $343.07 36 $12,350.34 — — —
🔴 SELL Feb 10, 2026 1:10pm ET $343.04 36 $12,349.26 $12,521.40 $-1.08
(-0.0%) 		END_OF_DAY
0m held
3 🟢 BUY Feb 13, 2026 11:35am ET $338.07 37 $12,508.59 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $336.37 37 $12,445.69 $12,458.50 $-62.90
(-0.5%) 		📅 Sim Ended
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $12,458.50
Net Profit/Loss: +$2,458.50
Total Return: +24.59%
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