Performance History

Track the V-Rank Alpha Portfolio's exceptional performance since March 2005. Click any point on the chart to explore detailed monthly data and portfolio holdings.

Growth of $1 Million Investment (Net of Fees)
V-Rank Alpha Portfolio vs. S&P 500 Index vs. S&P 400 MidCap Index
+30.7%
Best Monthly Return
$5M
5x Growth Milestone
+15.9%
Pandemic Recovery
+20.75%
Recent Excellence
Mar 05Jan 06Nov 06Oct 07Aug 08Jun 09Apr 10Feb 11Dec 11Oct 12Aug 13Jun 14Apr 15Feb 16Nov 16Oct 17Aug 18Jun 19Apr 20Jan 21Nov 21Oct 22Aug 23Jun 24Jan 25Jan 26$0.0M$5.0M$10.0M$15.0M$20.0M
  • S&P 500
  • S&P 400 MidCap
  • V-Rank Alpha

How to use this chart: Hover over any point to see exact values. Click on a data point to view detailed monthly performance and portfolio holdings for that period.

V-Rank Alpha Portfolio - January 2026 Performance: +20.75%
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Important Disclosure: Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. The performance data shown represents the V-Rank Alpha Portfolio net of all fees and expenses. Individual results may vary based on account size, timing of investments, and other factors.