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

Surge's Analysis

Year to Date: 2026-01-01 to present • 11 trades in period

+13.71%
Year to Date Return
$14,145.77
Current Value
55%
Win Rate
$12,440.03
Period Start
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PHASE 5: BULL TREND
Signals generated 2026-05-06 05:18:16

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 (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
8,548
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-05-05
Trading Days
91 days
Data Gaps
None (4 market holidays)

Market Closed (4 days)

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 (Year to Date)

Period Start Capital
$12,440.03
Current Value
$14,145.77
Period P&L
$1,705.74
Max Drawdown
-12.0%
Sharpe Ratio
0.53

Trade Statistics (Year to Date)

Trades in Period
11
Winners / Losers
6 / 5
Best Trade
+6.42%
Worst Trade
-1.06%
Avg Trade Return
+1.20%
Avg Hold Time
19.9h

💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$290,625.68
Estimated Fees
$0.00
Gross P&L
$1,705.74
Net P&L (after fees)
$1,705.74
Gross Return
+13.71%
Net Return (after fees)
+13.71%

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

Trade History (Year to Date - 11 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $12,440.03 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 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
2 🟢 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
3 🟢 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
4 🟢 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
5 🟢 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
6 🟢 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
7 🟢 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
8 🟢 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
9 🟢 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
10 🟢 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
11 🟢 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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