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

Surge's Analysis

Last 6 Months: 2025-11-06 to present • 16 trades in period

+2.90%
Last 6 Months Return
$12,328.53
Current Value
63%
Win Rate
$11,980.55
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 08:50:46

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)
35.8 neutral
20d Trend
-2.8%
5d Trend
-2.4%
EMA20 Dist
-1.9%
ATR%
1.1%
Range Pos
50%
Bounce Ratio
0.7×
Green/Red 10d
3/7
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

30
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
11.5/35
Total Return
11.5/25
Win Rate
6.7/15
Profit Factor
3.7/15
Consistency
7.3/10
Raw Quality 40.7/100
× Confidence 0.75 = 30.4

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 6 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
15,654
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-05
Trading Days
137 days
Data Gaps
None (6 market holidays)

Market Closed (6 days)

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 6 Months)

Period Start Capital
$11,980.55
Current Value
$12,328.53
Period P&L
$347.98
Max Drawdown
-7.1%
Sharpe Ratio
0.22

Trade Statistics (Last 6 Months)

Trades in Period
16
Winners / Losers
10 / 6
Best Trade
+1.42%
Worst Trade
-1.05%
Avg Trade Return
+0.17%
Avg Hold Time
1.6d

💰 Trading Cost Analysis (Alpaca Fees) (Last 6 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$381,431.46
Estimated Fees
$0.00
Gross P&L
$347.98
Net P&L (after fees)
$347.98
Gross Return
+2.90%
Net Return (after fees)
+2.90%

✅ 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

📈 VOO 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: 137 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 16 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $11,980.55 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 Nov 5, 2025 11:50am ET $624.95 19 $11,873.97 — — —
🔴 SELL Nov 6, 2025 10:00am ET $618.40 19 $11,749.51 $11,884.70 $-124.46
(-1.1%) 		🛑 -10% Stop
0m held
2 🟢 BUY Nov 7, 2025 3:40pm ET $616.03 19 $11,704.57 — — —
🔴 SELL Nov 11, 2025 10:10am ET $624.76 19 $11,870.43 $12,050.56 +$165.86
(+1.4%) 		END_OF_DAY
0m held
3 🟢 BUY Nov 11, 2025 1:15pm ET $627.94 19 $11,930.86 — — —
🔴 SELL Nov 12, 2025 1:45pm ET $628.34 19 $11,938.46 $12,058.16 +$7.60
(+0.1%) 		END_OF_DAY
0m held
4 🟢 BUY Nov 14, 2025 10:35am ET $616.86 19 $11,720.34 — — —
🔴 SELL Nov 17, 2025 11:05am ET $615.29 19 $11,690.51 $12,028.33 $-29.83
(-0.2%) 		END_OF_DAY
0m held
5 🟢 BUY Nov 21, 2025 11:50am ET $605.64 19 $11,507.16 — — —
🔴 SELL Nov 24, 2025 12:20pm ET $614.25 19 $11,670.75 $12,191.92 +$163.59
(+1.4%) 		END_OF_DAY
0m held
6 🟢 BUY Nov 24, 2025 12:25pm ET $614.40 19 $11,673.60 — — —
🔴 SELL Nov 25, 2025 12:55pm ET $619.09 19 $11,762.71 $12,281.03 +$89.11
(+0.8%) 		END_OF_DAY
0m held
7 🟢 BUY Nov 25, 2025 1:00pm ET $619.30 19 $11,766.70 — — —
🔴 SELL Nov 26, 2025 1:30pm ET $625.55 19 $11,885.45 $12,399.78 +$118.75
(+1.0%) 		END_OF_DAY
0m held
8 🟢 BUY Dec 3, 2025 12:20pm ET $628.52 19 $11,941.81 — — —
🔴 SELL Dec 4, 2025 12:50pm ET $629.33 19 $11,957.27 $12,415.24 +$15.46
(+0.1%) 		END_OF_DAY
0m held
9 🟢 BUY Dec 10, 2025 2:30pm ET $630.78 19 $11,984.82 — — —
🔴 SELL Dec 11, 2025 3:00pm ET $633.59 19 $12,038.21 $12,468.63 +$53.39
(+0.5%) 		END_OF_DAY
0m held
10 🟢 BUY Dec 11, 2025 3:05pm ET $633.43 19 $12,035.24 — — —
🔴 SELL Dec 12, 2025 10:55am ET $626.85 19 $11,910.15 $12,343.54 $-125.09
(-1.0%) 		🛑 -10% Stop
0m held
11 🟢 BUY Jan 9, 2026 12:30pm ET $638.64 19 $12,134.16 — — —
🔴 SELL Jan 12, 2026 1:00pm ET $639.10 19 $12,142.90 $12,352.28 +$8.74
(+0.1%) 		END_OF_DAY
0m held
12 🟢 BUY Jan 21, 2026 10:50am ET $630.02 19 $11,970.38 — — —
🔴 SELL Jan 22, 2026 11:20am ET $634.43 19 $12,054.17 $12,436.07 +$83.79
(+0.7%) 		END_OF_DAY
0m held
13 🟢 BUY Feb 2, 2026 12:00pm ET $640.38 19 $12,167.22 — — —
🔴 SELL Feb 3, 2026 12:10pm ET $633.79 19 $12,042.01 $12,310.86 $-125.21
(-1.0%) 		🛑 -10% Stop
0m held
14 🟢 BUY Feb 6, 2026 12:30pm ET $633.38 19 $12,034.22 — — —
🔴 SELL Feb 9, 2026 1:00pm ET $638.94 19 $12,139.86 $12,416.50 +$105.64
(+0.9%) 		END_OF_DAY
0m held
15 🟢 BUY Feb 9, 2026 1:05pm ET $639.07 19 $12,142.33 — — —
🔴 SELL Feb 10, 2026 1:35pm ET $638.00 19 $12,122.00 $12,396.17 $-20.33
(-0.2%) 		END_OF_DAY
0m held
16 🟢 BUY Feb 13, 2026 11:50am ET $629.93 19 $11,968.67 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $626.37 19 $11,901.03 $12,328.53 $-67.64
(-0.6%) 		📅 Sim Ended
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $12,328.53
Net Profit/Loss: +$2,328.53
Total Return: +23.29%
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