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Does anything beat buy & hold on Volatility Index (VIX)?

Every setup we tested on Volatility Index (VIX) — ranked out-of-sample, corrected for multiple testing, and forward-tracked in public from the day this page published. The honest answer is the headline.

VALIDATED

Beat buy-and-hold out-of-sample AND cleared the multiple-testing hurdle.

Beat buy-and-hold out-of-sample AND full-sample out-of-sample Sharpe 1.45 cleared the selection hurdle 1.10. Buy-and-hold benchmark: +0.6% CAGR over 36.4 years (+4.0% CAGR in the out-of-sample window).

Educational research from historical backtests — not investment advice. Past performance does not predict future results.

VIX: MA Envelope cleared the bar — and index funds almost never let that happen

Broad indices like Volatility Index are where trading strategies go to die. The pricing is a consensus of enormous numbers of participants, and on most assets in this class our backtests end the same way: nothing beat buy-and-hold. This one didn't. Out of 698 setups tested, MA Envelope on the daily timeframe outperformed the benchmark in the full window and out-of-sample, and its out-of-sample Sharpe of 1.45 cleared our multiple-testing hurdle of 1.1. Given how efficient this asset class tends to be, that result is worth reporting — carefully, not loudly.

Validated means the result survived our filters; it does not mean it will repeat. The out-of-sample edge was +120.8% annualized over 10.9 years against a buy-and-hold baseline of +0.6%, across 628 trades, with a 65.6% win rate and a -51.9% maximum drawdown. Only 7.5% of everything we tested beat the benchmark at all, which shows how much noise surrounds the one survivor. Regimes shift, costs vary, and an edge measured in one period can dissolve in the next. Read this as documented history, not a forecast.

Every figure above is computed from our own backtests — nothing is estimated or invented. Hypothetical results; not investment advice.

The rules

Top setups as mechanical rules

Exactly as the backtest defined them — no discretionary steps, no hidden filters.

#1 · Mean Reversion · Daily

MA Envelope

Mechanical rule (exactly as backtested): Percent envelope around an EMA — buy the dip below the lower band, exit back at the mean. Signals are evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

>+999%
Total return
1.52
Sharpe
-51.9%
Max DD
65.6%
Win rate
628
Trades
+119.8%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 1.45 · alpha +120.8% · 189 trades over 10.9 yrs.

#2 · Oscillator · Daily

Williams %R

Mechanical rule (exactly as backtested): Buy when %R(14) crosses up from below -80, exit above -20. Signals are evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

>+999%
Total return
1.22
Sharpe
-60.6%
Max DD
70.2%
Win rate
282
Trades
+85.6%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 1.43 · alpha +139.3% · 79 trades over 10.9 yrs.

#3 · Oscillator · Daily

Connors RSI

Mechanical rule (exactly as backtested): Connors' composite RSI (price + streak) — buy below 20, exit above 70. Signals are evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

>+999%
Total return
1.36
Sharpe
-36.7%
Max DD
65.5%
Win rate
496
Trades
+76.7%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 1.4 · alpha +78.7% · 148 trades over 10.9 yrs.

Forward test

Since publication — including if it loses

0.0%
the published setup, since 2026-07-02 (0 market days)
0.0%
buy & hold, same window

The forward record is just getting started — the gap between the two is the honest score. Marked to market nightly from real prices, rules frozen at publication, as of 2026-07-02. Currently LONG.

How this verdict was computed (mode: out-of-sample)

We tested 698 setups (indicator × parameters × timeframe) on Volatility Index (VIX). Only setups with ≥30 trades qualify (643 did). Setups are ranked by out-of-sample Sharpe — the last ~30% of history, which standard-parameter rules never saw during selection. Because picking the best of 698 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 1.1 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 7.5% had positive out-of-sample alpha (median OOS Sharpe -0.19) — the table below is truncated, but this summary covers all of them. Full recipe: methodology · the engine’s contract lives in the repo as STRATEGY_METHODOLOGY.md.

Ranked table

Top 20 of 643 eligible setups

Ranked by out-of-sample Sharpe. Full + out-of-sample columns, costs included. Hypothetical.

#SetupTFTotal retSharpeMax DDWinTradesα vs B&HOOS SharpeOOS αOOS trades
1MA EnvelopeDaily>+999%1.52-51.9%65.6%628+119.8%1.45+120.8%189
2Williams %RDaily>+999%1.22-60.6%70.2%282+85.6%1.43+139.3%79
3Connors RSIDaily>+999%1.36-36.7%65.5%496+76.7%1.4+78.7%148
4MA EnvelopeWeekly>+999%1.22-49.7%63.2%190+88.2%1.32+121.3%59
5Projection BandsDaily>+999%1.37-48.9%71.2%420+96.3%1.29+97.3%124
6Markov RegimeWeekly>+999%1.01-56.6%56.6%152+61.6%1.26+126.9%57
7Fibonacci PivotsWeekly>+999%1.24-51.7%52.5%343+83.5%1.25+103.5%100
8Murrey Math LinesDaily>+999%1.25-65.7%81.6%174+98.6%1.24+112.9%49
9CCIDaily>+999%1.08-52.2%68.3%224+62.2%1.23+87.9%60
10StochasticDaily>+999%1.02-66.6%72.4%156+70.4%1.21+113.7%41
11Connors RSI-2Daily>+999%1.25-42.4%65.4%442+58.2%1.19+52.7%140
12Markov RegimeDaily>+999%1.0-62.6%55.8%547+53.9%1.18+82.9%192
13Intraday Momentum IndexDaily>+999%0.77-69.9%68.0%75+36.0%1.13+93.7%26
14Projection BandsWeekly>+999%1.07-60.7%76.9%104+74.7%1.1+92.6%30
15Stochastic Momentum IndexDaily>+999%0.92-64.0%69.1%165+53.6%1.07+79.1%43
16CCIWeekly>+999%0.82-50.2%82.8%58+38.0%1.04+59.5%17
17Fisher Center-of-GravityDaily+89.0%0.33-99.7%46.5%1,069+1.2%1.02+71.7%296
18SMC: Liquidity SweepDaily>+999%0.88-72.8%75.9%133+46.4%1.0+65.4%42
19Fibonacci PivotsDaily>+999%0.97-68.0%51.6%1,701+55.4%0.94+53.0%465
20DeMarkerDaily>+999%0.74-68.9%75.5%110+31.1%0.94+44.4%34

Hypothetical backtests with 0.08%/side costs. Not investment advice — see the full disclaimer.

Read this before acting on anything

These are historical backtests of mechanical rules. They are educational research, not investment advice, not a recommendation, and not tailored to you. Educational information only — not investment advice. Hypothetical backtested results; past performance does not guarantee future results. Trading involves risk of loss.

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