V1a Fund Surfing
Backtest results
Metrics
1Y · since Oct 2025V1a Fund Surfing | |
|---|---|
| Total Return | -6.82% |
| CAGR | -6.88% |
| Sharpe | -0.01 |
| Calmar | -0.28 |
| Max DD | -24.36% |
| Volatility | 36.49% |
| Win Rate | 51.0% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
Dynamic risk-on strategy that favors leveraged tech (TQQQ, UPRO) or Treasury (IEF) when SPY volatility is low, otherwise shifts to short-term (SHY) or long-term (IEF) bonds. It switches based on SPY's 21-day standard-deviation, moving into risk assets when volatility is below one or two, and retreating to bonds when volatility rises.
Current allocation
What the rules select as of Oct 30, 2026.
- TQQQ100%
ProShares UltraPro QQQ
Frequently asked questions
What is V1a Fund Surfing?
Dynamic risk-on strategy that favors leveraged tech (TQQQ, UPRO) or Treasury (IEF) when SPY volatility is low, otherwise shifts to short-term (SHY) or long-term (IEF) bonds. It switches based on SPY's 21-day standard-deviation, moving into risk assets when volatility is below one or two, and retreating to bonds when volatility rises.
What is V1a Fund Surfing holding today?
As of Oct 30, 2026, V1a Fund Surfing allocates to TQQQ 100%.
How has V1a Fund Surfing performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, V1a Fund Surfing returned -6.8% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of V1a Fund Surfing?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of V1a Fund Surfing in a hypothetical backtest was -24.4%.
How do I use V1a Fund Surfing?
Open V1a Fund Surfing in Quantly to rerun the backtest, adjust the rules, and paper trade it. You can also connect a supported brokerage to trade your version live.
Backtest results are hypothetical and do not guarantee future returns. Strategies are shared by Quantly users for research only and are not investment advice.