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

Surge's Analysis

Last Month: 2026-08-25 to present • 1 trades in period

+0.05%
Last Month Return
$15,824.72
Current Value
100%
Win Rate
$15,816.85
Period Start
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PHASE 5: BULL TREND
Signals generated 2026-09-25 00:18:44

Trend-following and momentum strategies active. Ride winners.

Fear & Greed
71
Greed
VIX
14.2
LOW
10Y Yield
5.11%
HIGH
Yield Curve
+0.31%
NORMAL
HY Spread
2.68
CALM
🌍 Kp Index
🟢 0.5
Quiet
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

Strategy Score Scored Sep 24, 2026

47
Lifetime
Confidence: 95%

Quality Components

Return-to-Risk
17.0/35
Total Return
14.7/25
Win Rate
6.3/15
Profit Factor
5.3/15
Consistency
5.9/10
Raw Quality 49.3/100
× Confidence 0.95 = 46.9

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 (95%) 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 Month)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
1,716
Timeframe
5-Minute Bars
Period Range
2026-08-25 → 2026-09-24
Trading Days
22 days
Data Gaps
None (1 market holiday)

Market Closed (1 day)

2026-09-07 — Labor Day
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 Month)

Period Start Capital
$15,816.85
Current Value
$15,824.72
Period P&L
$7.87
Max Drawdown
-12.0%
Sharpe Ratio
—

Trade Statistics (Last Month)

Trades in Period
1
Winners / Losers
1 / 0
Best Trade
+11.91%
Worst Trade
+11.91%
Avg Trade Return
+11.91%
Avg Hold Time
48d

💰 Trading Cost Analysis (Alpaca Fees) (Last Month)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$29,884.05
Estimated Fees
$0.00
Gross P&L
$7.87
Net P&L (after fees)
$7.87
Gross Return
+0.05%
Net Return (after fees)
+0.05%

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

Trade History (Last Month - 1 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $15,816.85 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 Jul 22, 2026 9:30am ET $44.77 315 $14,102.55 — — —
🔴 SELL Sep 8, 2026 9:30am ET $50.10 315 $15,781.50 $15,824.72 +$1,678.95
(+11.9%) 		⏰ 30 Day Max
48d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $15,824.72
Net Profit/Loss: +$5,824.72
Total Return: +58.25%
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