Strategy Report

OmniVest was officially launched October 1, 2012. OmniVest provides reports to measure the performance of investment strategies. The results of a Strategy Performance Report for individually investment strategies from the launch date through 08/12/2026 is presented below.

Quick Observations

  1. 93% of the Investment Strategies have been profitable since launch.

  2. The average compound annual return was 3.2%, while on average the account was only 25% invested.

  3. Trades from multiple investment strategies can be combined to reach 100% investment, resulting in a much higher compound annual return.

  4. Signup for a free trial account now, to see the power of composite strategies for yourself.
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Investment Strategy Statistics

StrategyAnnualized ReturnAccuracyAverage % InvestedMax Draw Down
R13-L-ELS24.0 %64.0 %12.3 %14.5 %
T1-L-KIPP*10.7 %66.9 %64.4 %19.4 %
T1-L-OV Cmptr H9.3 %61.6 %53.1 %40.7 %
TLB7-L-ELS1009.1 %51.9 %74.4 %29.1 %
R7-L-NAS8.9 %65.5 %35.3 %13.0 %
R4-L-R1K18.2 %66.4 %27.7 %10.4 %
R4-L-NAS7.9 %65.0 %23.6 %8.1 %
DAR3-L-KIPP*7.9 %60.4 %58.0 %19.5 %
R5-L-ETF0 (1)7.7 %67.3 %23.9 %20.7 %
R4-L-R1K57.2 %65.9 %21.2 %15.4 %
T1-L-ELS1007.0 %59.6 %76.0 %25.0 %
R8-L-NAS7.0 %66.3 %19.9 %9.4 %
R8-L-ELS6.9 %65.2 %25.7 %12.1 %
T1-L-NAS6.7 %60.5 %76.6 %25.0 %
R7-L-SP6.7 %66.2 %35.0 %23.1 %
R5-B-ELS1006.6 %62.8 %54.9 %23.0 %
R7-L-SP (1)6.2 %66.0 %34.8 %22.9 %
R4-L-ELS6.2 %62.8 %35.4 %13.8 %
R12-L-R1K16.2 %68.6 %5.6 %15.0 %
T1-L-OV Media6.2 %60.1 %61.6 %25.8 %
R9-L-SP6.0 %65.4 %27.6 %21.7 %
DAR1-L-Semis (1)6.0 %58.3 %43.8 %29.6 %
R7-L-SP5005.9 %65.5 %50.0 %23.3 %
R5-B-SP5.9 %64.0 %40.4 %20.7 %
R3-L-SP5.8 %65.1 %21.3 %18.6 %
R9-L-SP (1)5.8 %65.3 %27.5 %21.7 %
R3-L-SP5005.7 %64.1 %33.7 %20.7 %
SP-R5-L-SP5.7 %66.5 %21.5 %17.0 %
R9-L-SP5005.6 %64.3 %42.4 %25.7 %
R9-L-ELS5.6 %64.3 %27.5 %18.7 %
R4-L-SP5.5 %63.6 %30.4 %18.5 %
R4-L-R1K35.4 %63.1 %21.9 %11.8 %
R8-L-ELS1005.4 %64.7 %28.5 %22.9 %
R9-L-NAS5.4 %64.4 %24.5 %18.4 %
R7-L-OV Industr5.4 %67.6 %24.6 %15.7 %
R9-L-R1K55.4 %64.8 %25.7 %14.1 %
R7-L-ETF0 (2)5.3 %66.6 %42.1 %21.7 %
R8-L-SP5.3 %65.7 %23.1 %15.1 %
R3-L-SP (1)5.3 %66.0 %16.2 %12.7 %
R4-L-SP5005.2 %64.0 %40.2 %20.9 %
WT1-L-OV MedEqp5.2 %65.5 %38.0 %8.8 %
R3-L-R1K15.2 %66.3 %10.9 %7.2 %
R7-L-R1K15.2 %67.2 %24.2 %12.6 %
TLB7-L-Oil/Gas5.2 %50.9 %40.1 %28.0 %
T1-L-OV Health5.1 %64.8 %51.2 %26.6 %
R7-L-Leisure5.1 %68.4 %12.9 %6.6 %
R9-L-Leisure5.1 %68.8 %9.6 %5.1 %
R3-L-NAS5.1 %67.3 %8.7 %4.1 %
R4-L-SP (1)5.0 %63.7 %24.8 %13.8 %
TLB7-L-OV OilGas5.0 %50.7 %30.6 %26.0 %
R5-B-ETF04.8 %64.0 %31.2 %29.0 %
R8-L-R1K84.8 %65.5 %24.2 %17.1 %
R8-L-R1K44.8 %66.2 %19.6 %11.3 %
R12-L-NAS4.7 %68.4 %3.9 %8.3 %
R5-B-R1K34.7 %63.2 %36.8 %25.2 %
R11-L-SP4.6 %63.8 %32.0 %20.6 %
R7-L-ELS4.6 %65.2 %26.7 %19.1 %
R11-L-NAS4.6 %64.6 %17.1 %9.5 %
R9-L-R1K14.5 %65.6 %19.9 %10.7 %
R7-L-R1K84.5 %67.1 %25.1 %11.3 %
R6-L-PRS*4.5 %62.7 %21.4 %23.7 %
R10-L-NAS4.5 %64.6 %13.6 %10.8 %
T1-L-OV Drugs4.4 %61.5 %55.6 %36.8 %
R7-L-ETF04.4 %66.1 %31.6 %20.1 %
R8-L-SP (1)4.4 %66.0 %16.9 %10.3 %
R3-L-R1K24.3 %64.3 %18.7 %20.4 %
R8-L-ETF0 (2)4.3 %67.5 %19.6 %17.6 %
R5-L-SP5004.3 %65.2 %35.9 %25.7 %
PC2-L-Drugs4.3 %61.7 %33.5 %21.3 %
R5-B-R1K84.3 %64.1 %46.5 %17.9 %
R3-L-ETF04.2 %65.0 %11.6 %12.3 %
R10-L-R1K14.2 %66.1 %12.5 %15.0 %
R4-L-ETF0 (2)4.1 %61.9 %27.0 %18.7 %
T1-L-IG174.1 %65.4 %28.7 %13.3 %
T1-L-IG024.1 %64.7 %47.7 %17.5 %
R4-L-R1K64.1 %62.7 %27.1 %16.0 %
T1-L-IG134.1 %63.6 %22.6 %13.1 %
R11-L-R1K44.1 %64.7 %24.1 %14.8 %
R7-L-VPR4.1 %64.1 %33.9 %35.7 %
R9-L-R1K24.0 %64.9 %29.6 %24.1 %
R11-L-R1K14.0 %65.5 %23.6 %12.3 %
R8-L-R1K24.0 %65.6 %20.8 %13.7 %
R5-B-R1K13.9 %63.8 %42.8 %16.2 %
T1-L-OV Chemica3.9 %62.6 %61.6 %26.0 %
R5-L-VPR3.9 %63.6 %21.4 %34.4 %
R12-L-ELS3.9 %62.4 %8.0 %15.4 %
R8-L-ETF03.9 %67.7 %15.9 %14.4 %
R9-L-ETF0 (1)3.8 %64.0 %26.7 %20.6 %
R5-B-ELS3.8 %63.3 %31.0 %19.1 %
R3-L-R1K43.8 %64.3 %17.7 %10.8 %
R4-L-R1K23.8 %65.0 %27.7 %19.6 %
PC1-L-Cheap (1)3.8 %54.7 %60.9 %31.8 %
R5-B-NAS3.8 %65.1 %38.9 %21.0 %
R4-L-OV MedEqp3.8 %67.9 %9.2 %7.0 %
WT1-L-BlueChips3.7 %66.4 %26.4 %9.2 %
R4-L-R1K73.6 %63.0 %30.9 %16.9 %
R1-L-SP3.6 %63.6 %25.8 %17.1 %
R6-B-R1K43.6 %64.4 %18.0 %9.4 %
R7-L-BlueChips3.6 %68.1 %12.7 %6.1 %
T1-L-OV Transpr3.6 %59.3 %62.7 %47.8 %
DAR1-L-Diverse (1)3.5 %56.5 %41.7 %15.6 %
R1-L-ELS3.4 %63.7 %24.3 %12.1 %
R4-L-ETF03.4 %63.4 %18.7 %15.8 %
VP1-L-Leisure3.4 %61.5 %11.4 %10.3 %
R5-B-OV REITS3.3 %64.9 %22.9 %15.0 %
DAR2-L-Drugs3.3 %59.6 %45.2 %24.7 %
R5-L-Leisure3.2 %69.9 %6.6 %7.7 %
R1-L-ETF03.2 %64.8 %16.6 %16.3 %
R12-L-R1K23.2 %64.0 %3.9 %12.8 %
R9-L-VPR3.2 %62.3 %39.6 %34.2 %
R1-L-NAS3.1 %63.7 %14.0 %11.6 %
R5-L-OV MedEqp3.1 %68.8 %7.5 %10.1 %
R6-B-NAS3.1 %63.2 %17.8 %12.0 %
T1-L-IG063.0 %67.3 %54.2 %21.7 %
R10-L-ELS3.0 %62.8 %24.7 %25.4 %
R11-L-R1K23.0 %63.8 %26.2 %16.9 %
R3-L-OV REITS3.0 %66.3 %8.3 %6.8 %
R9-L-BlueChips2.9 %68.3 %9.7 %10.3 %
T1-L-OV Food2.9 %59.1 %63.9 %17.2 %
DAR3-L-Cheap (1)2.9 %56.3 %90.5 %42.6 %
R5-L-OV Industr2.8 %66.4 %8.7 %11.4 %
R7-L-Cheap2.8 %64.7 %11.7 %13.2 %
R6-B-R1K12.8 %63.3 %25.9 %12.4 %
R6-B-R1K32.8 %63.6 %18.4 %15.5 %
T1-L-IG092.8 %63.3 %44.6 %18.0 %
R5-B-R1K42.8 %62.5 %35.6 %35.3 %
R3-L-Leisure2.7 %66.1 %7.1 %5.5 %
R10-L-R1K22.7 %64.0 %15.5 %14.6 %
R14-S-BASING*2.7 %63.1 %7.6 %16.4 %
R6-B-ELS2.7 %62.8 %32.2 %18.3 %
R1-L-SP (1)2.7 %63.7 %15.9 %10.8 %
R8-L-OV OilGas2.7 %66.4 %4.1 %6.3 %
T1-L-IG102.6 %61.6 %29.0 %17.4 %
T1-L-IG072.6 %63.5 %12.4 %13.3 %
T1-L-IG012.6 %63.1 %33.1 %16.7 %
T1-L-OV Leisure2.6 %59.2 %60.3 %30.6 %
R11-L-OV REITS2.5 %66.5 %9.6 %5.9 %
R11-L-ELS2.5 %63.4 %29.9 %21.4 %
R1-L-R1K82.5 %65.2 %17.1 %13.8 %
R5-L-OV Drillrs2.5 %67.1 %7.7 %14.5 %
R6-B-ETF02.5 %63.7 %13.5 %12.9 %
R9-L-Oil/Gas2.4 %65.5 %7.6 %17.4 %
R5-B-R1K72.2 %64.0 %40.3 %45.6 %
R10-L-SP (1)2.2 %64.0 %8.7 %5.8 %
WT1-L-OV Areospc2.2 %65.5 %16.2 %9.9 %
R5-B-R1K22.2 %63.1 %41.5 %32.0 %
R6-B-R1K82.2 %63.5 %22.4 %21.6 %
R6-B-SP2.2 %61.7 %21.3 %8.5 %
T1-L-IG082.2 %62.1 %49.0 %28.2 %
T1-L-IG052.2 %62.3 %39.7 %24.9 %
R11-L-OV ConsND2.1 %67.1 %9.7 %10.8 %
R3-L-OV MedEqp2.1 %66.8 %6.9 %11.1 %
R10-L-R1K82.0 %64.9 %12.9 %26.6 %
GUP1-L-BlueChips2.0 %66.3 %14.5 %5.2 %
T1-L-IG152.0 %60.2 %36.5 %38.5 %
VP1-L-OV Industr2.0 %61.3 %9.6 %7.4 %
R6-L-OV ConsND1.9 %66.4 %5.3 %11.3 %
R8-L-OV ConsND1.9 %65.0 %8.0 %8.1 %
VBX1-L-Leisure1.9 %64.8 %7.0 %17.1 %
R9-L-OV MedEqp1.9 %68.2 %10.9 %21.4 %
T1-L-OV Biotech1.9 %59.7 %50.9 %39.6 %
R5-L-OV OilGas1.8 %65.7 %5.5 %17.5 %
R1-L-OV ConsND1.8 %66.2 %7.3 %13.0 %
VBX1-B-OV REITS1.8 %65.3 %27.7 %14.5 %
DAR1-L-Automotive1.7 %58.1 %24.5 %13.5 %
R6-B-OV REITS1.7 %65.1 %16.3 %15.6 %
R8-L-Cheap1.6 %64.3 %4.7 %5.3 %
R12-L-R1K41.6 %65.6 %2.8 %10.2 %
VP1-L-Oil/Gas1.6 %53.1 %26.3 %20.8 %
R1-L-OV OilGas1.5 %64.4 %4.5 %12.8 %
PB2-L-OV MedEqp1.5 %50.5 %16.0 %24.7 %
R11-L-ETF01.5 %63.1 %34.0 %25.4 %
T1-L-IG041.4 %63.7 %28.5 %11.0 %
R7-L-OV MedEqp1.4 %66.6 %14.9 %16.7 %
R1-L-OV REITS1.4 %68.6 %7.8 %14.0 %
PB1-L-OV MedEqp1.4 %50.5 %17.3 %25.6 %
T1-L-IG181.4 %62.1 %29.4 %18.4 %
R9-L-Cheap1.3 %64.5 %6.0 %9.6 %
T1-L-OV Metals1.3 %58.8 %58.2 %49.1 %
DAR1-L-Telecom (1)1.3 %57.6 %28.9 %15.9 %
R10-L-OV OilGas1.3 %65.4 %2.3 %10.5 %
PC1-L-K5101.2 %52.7 %43.8 %29.4 %
VBX1-L-OV Industr1.2 %65.1 %8.4 %15.1 %
R2-S-ETF01.1 %59.9 %11.2 %14.6 %
GUP1-L-Drugs1.1 %63.9 %16.8 %15.6 %
VBX1-L-OV OilGas1.0 %62.8 %5.5 %14.1 %
R6-L-OV Drillrs0.9 %63.9 %4.0 %8.2 %
R6-L-OV OilGas0.9 %64.1 %3.1 %9.7 %
R10-L-OV ConsND0.9 %62.8 %4.3 %12.2 %
T1-L-OV Wholesl0.9 %61.8 %64.4 %39.5 %
VBX1-L-Oil/Gas0.9 %62.5 %6.5 %21.7 %
VBX1-L-BlueChips0.8 %62.5 %6.7 %11.9 %
PC2-L-Biotech0.8 %53.1 %22.1 %16.2 %
R8-L-OV MedEqp0.7 %65.2 %5.8 %14.0 %
R10-L-OV Industr0.7 %66.0 %14.6 %23.8 %
R4-L-Comp Hard0.7 %63.2 %5.1 %14.9 %
T1-L-IG110.6 %58.9 %25.2 %34.9 %
VP1-L-Drugs0.6 %56.8 %7.7 %8.4 %
R1-L-OV Drillrs0.5 %64.3 %5.5 %13.8 %
R5-L-Cheap0.5 %63.0 %4.2 %17.2 %
DAR1-L-Biotech (1)0.5 %56.7 %17.4 %21.0 %
T1-L-IG160.4 %64.6 %54.3 %37.2 %
VBX1-L-ELS0.4 %60.0 %26.0 %34.1 %
R1-L-Cheap0.3 %61.8 %4.9 %11.4 %
R7-L-Comp Hard0.2 %62.8 %6.9 %13.5 %
R12-L-OV Drillrs0.2 %62.4 %1.7 %6.6 %
R2-S-R1K80.2 %59.1 %10.1 %16.2 %
DAR1-L-Biotech0.2 %57.1 %34.5 %38.2 %
T1-L-OV BServic0.0 %59.7 %58.4 %41.3 %
R6-B-R1K20.0 %62.6 %19.9 %25.3 %
R14-S-ELS0.0 %61.2 %6.7 %22.5 %
R2-S-R1K30.0 %59.0 %8.6 %14.0 %
VBX1-L-Cheap-0.1 %61.7 %4.7 %21.0 %
PB1-L-BlueChips-0.2 %53.6 %13.5 %16.3 %
HCT1-L-OV OilGas-0.2 %52.5 %5.3 %9.9 %
T1-L-OV Utilite-0.3 %61.3 %58.8 %29.0 %
T1-L-IG03-0.4 %63.2 %37.0 %40.6 %
R2-S-SP-0.7 %58.1 %13.6 %21.0 %
T1-L-OV Telecom-0.7 %58.3 %61.6 %39.9 %
R2-S-BASING*-0.8 %60.1 %15.3 %27.9 %
T1-L-IG19-1.0 %60.7 %26.3 %32.6 %
GUP1-L-OV Drillrs-1.2 %58.5 %22.7 %35.0 %
TLB10-S-NRS*-1.8 %66.6 %21.9 %55.5 %
T1-L-IG14-2.0 %59.5 %21.7 %43.7 %
T1-L-K510-2.1 %59.5 %66.3 %50.1 %
T1-L-IG12-2.2 %59.6 %25.8 %52.4 %
R2-S-R1K2-2.3 %59.7 %12.5 %37.9 %
BREAKING NEWS
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About OmniVest
News

8/10/13 - Updated User Interface released.

7/5/13 - Trending Strategies introduced.

2/20/13 - OmniVest Site Launched

2/8/13 - Trade Processor released

9/28/12 - Initial 100 Strategies deployed in OmniVest

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Investment Strategy Report Details

The Strategy Report shows Investment Strategy performance between 10/1/12 and 08/12/2026.

The Strategies are named according to:

  • Investment Strategy Type
  • Direction
  • Symbol List

So, for example, R6-B-ELS is:

  • R6: Reveral Strategy #6
  • B: Both Long and Short
  • ELS: Liquid Stock list.

The naming convention is described in the Portfolio of Investment Strategies video on this page.

Report Results

These results are based on day-by-day paper trading of the Investment Strategies, rather than simulated results.Up to twelve years of simulated trading results are also available for each of the Investment Strategies.

The live Strategy Report is available from left navigation in My OmniVest, and can be used to generate reports from any date in the past.