The Strategy That Turned $1M into $26.75M
Over 21+ years of verifiable, monthly performance data. The S&P 500 turned the same $1M into $6.47M over the same period — less than one-third of V-Rank Alpha's result. All returns are net of fees.
Total Return
$26.75M final value
S&P 500 Same Period
V-Rank Alpha: $26.75M
Annual CAGR
Compounded annually
2008 Crisis Return
S&P 500 was −37% that year
Positive Return Years
17 of 22 calendar years
Avg Gain in Up Years
Asymmetric upside capture
Sharpe Ratio
vs 2% risk-free rate
Growth Multiple
26.7x vs 6.474x for S&P
What 21+ 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.
$26.75M
Final Value
The Dollar Gap Is Staggering
$1,000,000 invested at inception has grown to $26.75M — a 26.7x multiple over 21+ years. The S&P 500 turned the same $1M into $6.47M. That $20.27M gap is the compounding power of systematic alpha, not luck — it widens every single year.
77%
Positive Return Years
Positive 77% of the Time
17 of 22 calendar years delivered positive returns — including +5.85% in 2008 when the S&P 500 lost 37%. When the strategy wins, it wins big: average gain in positive years is +29.4%. Asymmetric upside with real downside resilience.
+16.8%
Annual CAGR
Built to Survive Every Cycle
V-Rank Alpha has been stress-tested through the 2008 financial crisis, the 2020 COVID crash, the 2022 rate-hike bear market, and every cycle in between. Monthly rebalancing and algorithmic selection from S&P 500 and S&P 400 constituents remove emotional bias — the strategy doesn't panic, it rebalances.
$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
$26.75M
+2575% cumulative
S&P 500 (est. 10%/yr)
$7.52M
+652% cumulative
Alpha (Outperformance)
$19.23M
+256% more than S&P 500
S&P 500 estimated at 10% annualized. Past performance does not guarantee future results. All historical returns are split-adjusted. See Disclosure
When the Market Lost 37%,
We Were Up 5.85%
The 2008 financial crisis was the worst market collapse since the Great Depression. The S&P 500 lost 37% of its value. Most investors watched years of gains evaporate overnight.
V-Rank Alpha's systematic, algorithm-driven approach kept the portfolio rotating out of deteriorating positions and into relative strength. The result: +5.85% for the year — a +43% versus the benchmark.
V-Rank Alpha — 2008
+5.85%
S&P 500 — 2008
−37.0%
Outperformance
+42.8pp
Percentage points of alpha in the worst year of the decade
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 21+ years, this compounding effect has produced a 26.7x growth multiple.
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† | +55.32% | $26.75M | 6 | |
| 2025 | +23.96% | $17.22M | 12 | |
| 2024 | +34.17% | $13.89M | 12 | |
| 2023 | +23.03% | $10.35M | 12 | |
| 2022 | -30.07% | $8.42M | 12 | |
| 2021 | +21.75% | $12.03M | 12 | |
| 2020 | +35.69% | $9.88M | 12 | |
| 2019 | +17.78% | $7.28M | 12 | |
| 2018 | -14.75% | $6.19M | 12 | |
| 2017 | +25.40% | $7.26M | 12 | |
| 2016 | +16.49% | $5.79M | 12 | |
| 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 | 11 |
* Partial year (March–December 2005). † Year-to-date through April 30, 2026.
Past performance does not guarantee future results. All investments involve risk including possible loss of principal. All historical returns are split-adjusted. See Disclosure
The Algorithm Is Running.
Are You Following It?
Every month, V-Rank Alpha Growth delivers the exact 20–40 stock portfolio, rebalancing signals, and Research & Reports — the same system behind this 21-year track record. Start your 7-day free trial today — no charge until you're convinced.
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Past performance does not guarantee future results. All investments involve risk including possible loss of principal. All historical returns are split-adjusted.