Performance Disclosure
Important disclosures for V-Rank Alpha model portfolio performance results. Please read carefully before relying on any performance data presented on this site.
Hypothetical Performance
All model portfolio performance is hypothetical. It does not reflect trading in any actual accounts — subscriber or otherwise.
Research Publication Only
Vetta Research is an independent research publisher. We do not manage assets, provide personalized advice, or act as an investment adviser.
Individual Results Vary
Subscribers who choose to follow the model portfolio will experience different results based on execution timing, commissions, and account-level factors.
V-Rank Alpha Performance Results
The results for the V-Rank Alpha model portfolio published by Vetta Research:
Reflect the V-Rank Alpha model portfolio — a research publication that identifies 20 equal-weight equity positions selected monthly from the S&P 500 and S&P 400 universe using two proprietary algorithms.
Are hypothetical in nature. They do not represent actual trading in subscriber or any other accounts.
Include rebalancing of all positions to equal dollar value at the beginning of each monthly investment period.
Are determined based on closing prices on the last trading day of each investment period. For example, results for March use closing prices on the last trading day of February as beginning values and on the last trading day of March as ending values.
Include reinvestment of dividends.
Include a deduction for estimated trading costs of 0.04% per month to approximate real-world execution friction.
Do not include subscription fees, brokerage commissions, or any other costs individual subscribers may incur.
Do not include the effect of taxes on gains or losses.
Are not based on actual trading and do not reflect the potential market price impact from the purchase or sale of securities or the timing of trades.
Your Results Will Vary
Subscribers who choose to implement the V-Rank Alpha model portfolio in their own brokerage accounts will experience results that differ from the published model due to execution timing, brokerage commissions, account fees, and the timing of deposits and withdrawals.
Vetta Research publishes model portfolios as research — not as managed accounts. Each subscriber is solely responsible for their own investment decisions and trade execution.
The results for the benchmark S&P 500 and S&P 400 Indices do not include reinvestment of dividends or any estimated trading costs.
Independent Research Firm
Vetta Research is an independent investment research publisher. We are not a registered investment adviser, broker-dealer, or financial planner. Our publications do not constitute personalized investment advice. Subscribers should consult with their own financial adviser before making investment decisions based on our research. No fiduciary, advisory, or client relationship is created by subscribing to any Vetta Research publication.
General Risk Disclosure
Past performance does not guarantee future results. All investments involve risk, including the possible loss of principal. The value of investments and the income from them may fall as well as rise. Investors should carefully consider their investment objectives, risk tolerance, time horizon, and liquidity needs before investing. Vetta Research is not responsible for any investment losses incurred by subscribers.