The Numbers Speak
Over 21 years of verifiable performance data demonstrating the power of systematic, algorithmic investing. All returns are net of fees.
Total Return
Growth Multiple
Annual ROI
Final Value
Years Tracked
What 20 Years of Data Reveals
Most investment strategies look compelling over 3–5 years. V-Rank Alpha has been stress-tested through two bear markets, a global pandemic, and multiple rate cycles — and the compounding gap versus passive investing keeps widening.
+2064%
Total Return
Exceptional Long-Term Growth
$1,000,000 invested at inception has grown to $21.64M — a 21.6x multiple over 20+ years. The S&P 500 over the same period reached an estimated $7.34M, less than one-third of V-Rank Alpha's result.
55%
Win Rate vs S&P
Consistent Outperformance
V-Rank Alpha has beaten the S&P 500 in 55% of calendar years. 17 of 22 years delivered positive returns, with an average gain of +27.8% in up years — demonstrating the strategy's ability to capture upside aggressively.
+15.8%
Annualized ROI
Algorithmic Discipline
Monthly rebalancing and algorithmic security selection from S&P 500 and S&P 400 constituents remove emotional bias. The strategy maintains 20–40 concentrated positions — enough diversification to manage risk, concentrated enough to generate alpha.
$1,000,000 Since Inception
The compounding gap between V-Rank Alpha and the S&P 500 widens every year. The difference is not luck — it is systematic alpha generation.
V-Rank Alpha
$21.64M
+2064% cumulative
S&P 500 (est. 10%/yr)
$7.34M
+634% cumulative
Alpha (Outperformance)
$14.30M
+195% more than S&P 500
S&P 500 estimated at 10% annualized. Past performance does not guarantee future results. See full analytics →
Systematic Selection, No Emotional Bias
V-Rank Alpha Universe
V-Rank Alpha uses two proprietary algorithms to rank and select 20–40 securities from the S&P 500 and S&P 400 universes each month. Every position is sized algorithmically. No gut calls. No committee debates. No style drift.
The result is a portfolio that consistently identifies the highest-momentum, highest-quality names in the large- and mid-cap universe — and rebalances before the market catches up.
Universe
S&P 500 + S&P 400 constituents — the most liquid, well-governed companies in the U.S. market.
Selection
Two proprietary ranking algorithms score every security monthly. Top 20–40 names are selected.
Rebalancing
Full portfolio rebalance every month. Positions that fall out of the top tier are replaced immediately.
Compounding
Gains are reinvested each cycle. Over 20+ years, this compounding effect has produced a 21.6x growth multiple.
Interactive Performance
Growth of $1,000,000 — V-Rank Alpha vs S&P 500 (estimated 10% annual)
- S&P 500 (est.)
- V-Rank Alpha
Annual Returns
Click any year to view monthly detail and holdings. All data from actual portfolio records.
| Year | Annual Return | End Value | Periods | Detail |
|---|---|---|---|---|
| 2026† | +34.33% | $21.64M | 2 | |
| 2025 | +23.96% | $16.11M | 17 | |
| 2024 | +29.37% | $13.00M | 14 | |
| 2023 | +23.03% | $10.05M | 12 | |
| 2022 | -32.15% | $8.17M | 12 | |
| 2021 | +21.75% | $12.03M | 12 | |
| 2020 | +35.69% | $9.88M | 13 | |
| 2019 | +17.78% | $7.28M | 12 | |
| 2018 | -14.75% | $6.19M | 12 | |
| 2017 | +25.40% | $7.26M | 12 | |
| 2016 | +16.49% | $5.79M | 13 | |
| 2015 | -13.10% | $4.97M | 12 | |
| 2014 | +8.31% | $5.72M | 12 | |
| 2013 | +70.76% | $5.28M | 12 | |
| 2012 | +12.00% | $3.09M | 12 | |
| 2011 | -7.00% | $2.76M | 12 | |
| 2010 | +19.65% | $2.97M | 12 | |
| 2009 | +85.72% | $2.48M | 12 | |
| 2008 | +6.23% | $1.34M | 12 | |
| 2007 | -14.73% | $1.26M | 12 | |
| 2006 | +21.01% | $1.47M | 12 | |
| 2005* | +21.82% | $1.22M | 10 |
* Partial year (March–December 2005). † Year-to-date through February 27, 2026.
Past performance does not guarantee future results. All investments involve risk including possible loss of principal. See Disclosure
Full Analytics Deep Dive
The Analytics page provides a comprehensive breakdown of V-Rank Alpha's track record — risk-adjusted metrics, rolling 3-year returns, year-by-year alpha vs. the S&P 500, and more.
Growth Chart
Visual comparison of $1M invested in V-Rank Alpha vs. S&P 500 since February 2005.
Rolling 3-Year Returns
Trailing annualized returns showing consistency of outperformance across market cycles.
Year-by-Year Alpha
Every year's V-Rank Alpha return vs. the S&P 500, with the alpha column highlighted.
Risk-Adjusted Metrics
Sharpe Ratio, win rate, average up year, and positive year frequency — all in one view.
Ready to Put Your
Capital to Work?
Join investors who have trusted V-Rank Alpha for over two decades of systematic, algorithm-driven growth. Minimum portfolio of $500,000. Schedule a consultation to learn more.
Past performance does not guarantee future results. All investments involve risk including possible loss of principal.