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

Surge's Analysis

Last 3 Months: 2026-02-06 to present • 4 trades in period

+4.58%
Last 3 Months Return
$14,145.77
Current Value
75%
Win Rate
$13,525.77
Period Start
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PHASE 5: BULL TREND
Signals generated 2026-05-06 05:17:55

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 3 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
4,839
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
$13,525.77
Current Value
$14,145.77
Period P&L
$620.00
Max Drawdown
-12.0%
Sharpe Ratio
0.85

Trade Statistics (Last 3 Months)

Trades in Period
4
Winners / Losers
3 / 1
Best Trade
+2.56%
Worst Trade
-1.06%
Avg Trade Return
+1.14%
Avg Hold Time
19.2h

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$111,592.28
Estimated Fees
$0.00
Gross P&L
$620.00
Net P&L (after fees)
$620.00
Gross Return
+4.58%
Net Return (after fees)
+4.58%

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

Trade History (Last 3 Months - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $13,525.77 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 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
2 🟢 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
3 🟢 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
4 🟢 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%
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