Side-by-side comparison

Compare investment strategies

Classic 60/40 Stocks and Bonds (VTI/BND) vs Premium Income Stocks with Options

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (OOS, Hypo). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

9.4%

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8.6%

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11.3%

—

0.78

0.97Best

-17.6%Best

-20.7%

Inception

2023-08-13

2026-03-14

Holdings

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60%

67%Best

Growth of $10,000

Each line starts at $10,000 on the first date all of them share, using the strategy's own published history. Bases are labelled and never mixed within a line.

Premium Income Stocks with OptionsHypoup 18.7%
S&P 500 ETFup 17.7%

No published history to chart: Classic 60/40 Stocks and Bonds (VTI/BND).

Every published figureShow 57 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

60/40, asset allocation, diversified, low-cost, passive core, quarterly rebalance, stocks and bonds, us-focused

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Asset classes / instruments

equities

stocks, options

Leaderboard views (Collective2)

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new_highs

Market-relative

Alpha vs S&P 500, strategy life (hypothetical model account)

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0.09

Alpha vs SPY, out-of-sample (out-of-sample)

-0.01

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Beta vs S&P 500, strategy life (hypothetical model account)

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-0.05

Beta vs SPY, out-of-sample (out-of-sample)

0.64

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Correlation (R) vs SPY, out-of-sample (out-of-sample)

0.97

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Correlation to S&P 500, strategy life (hypothetical model account)

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-0.03

Trading activity

Annualized turnover, backtest period (backtest)

0.58

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Annualized turnover, out-of-sample period (out-of-sample)

0.51

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Average leverage

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1.61

Daily win rate, backtest period (backtest)

55.51%

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Daily win rate, out-of-sample period (out-of-sample)

53.11%

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Maximum daily leverage

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4.35

Number of trades

—

Percent of trades profitable

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86.49%

Profit factor

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2.30

Backtest

Backtest final value (from $10,000)

$45k

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Backtest regulatory fees

—

Backtest slippage cost

—

Returns

Backtest length

4,913

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Out-of-sample length

1,173

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Return, backtest period (annualized) (backtest)

8.03%

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Return, backtest period (cumulative) (backtest)

351.26%

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Return, out-of-sample period (annualized) (out-of-sample)

8.57%

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Return, out-of-sample period (cumulative) (out-of-sample)

46.41%

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Return, trailing 1 day (out-of-sample)

-0.68%

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Return, trailing 1 month (out-of-sample)

0.48%

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Return, trailing 1 week (out-of-sample)

-0.76%

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Return, trailing 1 year (backtest)

8.02%

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Return, trailing 1 year (out-of-sample)

9.38%

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Return, trailing 2 weeks (out-of-sample)

-0.40%

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Return, trailing 3 months (out-of-sample)

0.82%

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SPY annualized return over the backtest window (backtest)

10.94%

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Risk metrics

Calmar ratio, backtest period (backtest)

0.23

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Calmar ratio, out-of-sample period (out-of-sample)

0.49

—

Maximum drawdown, backtest period (backtest)

-35.17%

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Maximum drawdown, out-of-sample period (out-of-sample)

-17.58%

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Maximum drawdown, strategy life (hypothetical model account)

—

-20.68%

Sharpe ratio, backtest period (backtest)

0.72

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Sharpe ratio, out-of-sample period (out-of-sample)

0.78

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Sharpe ratio, strategy life (hypothetical model account)

—

0.97

Sortino ratio, backtest period (backtest)

1.01

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Sortino ratio, out-of-sample period (out-of-sample)

1.11

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Sortino ratio, strategy life (hypothetical model account)

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1.45

Standard deviation, backtest period (backtest)

11.74%

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Standard deviation, out-of-sample period (out-of-sample)

11.33%

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Holdings

Concentration (Herfindahl index, out-of-sample, as Composer reports it)

0.52

—

Construction

Logic complexity (node count)

—

Rebalance frequency

quarterly

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Popularity

Remixes (copies)

245

—

Watchers

453

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Risk score

Risk rating (Composer data field)

Moderate

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Identity

Strategy age

—

220

Cost & access

Subscription price per month

—

$79

Suggested minimum capital

—

$35k

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources