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Does anything beat buy & hold on Min Volatility (USMV)?

Every setup we tested on Min Volatility (USMV) — 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.

NOTHING BEAT BUY-AND-HOLD

No setup beat simply holding once tested honestly. We say so plainly.

Its best setup trailed buy-and-hold out-of-sample. Buy-and-hold benchmark: +11.6% CAGR over 14.6 years (+6.3% CAGR in the out-of-sample window).

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

Min Volatility: Nothing Beat Buy-and-Hold, and That Is the Honest Answer

Broad, diversified instruments like Min Volatility are where indicator strategies go to disappoint. We ran 700 setups against USMV, and none cleared the bar once scored honestly — on data the strategy never saw. The best of the batch, VWAP Bands on the daily timeframe, posted an out-of-sample Sharpe of 0.89, short of the 1.73 hurdle we require before calling anything real. For an index fund this is the expected result: whatever inefficiency exists in single names tends to average away in the basket, leaving buy-and-hold's +11.6% annualized return as the number nothing here managed to beat.

Read these figures with the selection problem in mind. Test 700 indicators, keep the best, and the winner looks impressive by construction — which is exactly why the hurdle exists instead of applause for a lucky draw. Here, only 0.4% of setups outperformed buy-and-hold even in-sample, and the top candidate produced -1.1% annual alpha over 4.4 unseen years, across 52 trades with a 82.7% win rate and a -25.1% drawdown. That pattern reads as noise, not signal. Markets also change, so even a genuine past edge can fade. This page documents what failed — useful to know before assuming something works.

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

Failure exhibit

The least-bad setups — shown with their failure numbers

Nothing here earned a verdict — these are the best of a losing field, published so you can see exactly how "best" still failed.

#1 · Mean Reversion · Daily

VWAP Bands

Mechanical rule (exactly as backtested): Rolling VWAP ± standard-deviation bands — buy below the lower band, exit at VWAP. 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.

+76.7%
Total return
0.51
Sharpe
-25.1%
Max DD
82.7%
Win rate
52
Trades
-7.6%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.89 · alpha -1.1% · 16 trades over 4.4 yrs.

#2 · Trend · Daily

FRAMA 10/30 Cross

Mechanical rule (exactly as backtested): MA variant — fractal adaptive-MA cross; long while fast leads slow. 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.

+59.6%
Total return
0.4
Sharpe
-25.9%
Max DD
54.9%
Win rate
286
Trades
-8.3%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.83 · alpha +0.2% · 85 trades over 4.4 yrs.

#3 · Volume · Daily

Order-Flow Reversion

Mechanical rule (exactly as backtested): Net-liquidity reversion — fades a 2-sigma price stretch only when signed-volume order-flow shows sellers are exhausted (imbalance z-score), exits on the mean. Needs real volume, so it abstains on feeds that don't report it. 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.

+66.6%
Total return
0.43
Sharpe
-29.8%
Max DD
77.6%
Win rate
49
Trades
-8.0%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.78 · alpha -0.6% · 19 trades over 4.4 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 FLAT.

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

We tested 700 setups (indicator × parameters × timeframe) on Min Volatility (USMV). Only setups with ≥30 trades qualify (547 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 700 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 1.73 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 0.4% had positive out-of-sample alpha (median OOS Sharpe -0.1) — 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 547 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
1VWAP BandsDaily+76.7%0.51-25.1%82.7%52-7.6%0.89-1.1%16
2FRAMA 10/30 CrossDaily+59.6%0.4-25.9%54.9%286-8.3%0.83+0.2%85
3Order-Flow ReversionDaily+66.6%0.43-29.8%77.6%49-8.0%0.78-0.6%19
4Detrended Price Osc.Weekly+166.1%0.71-16.1%71.6%102-4.5%0.74-0.1%37
5Stochastic Fast (5,3)Weekly+80.9%0.51-13.7%57.4%108-7.3%0.73-0.4%30
6Bollinger Mean-ReversionDaily+86.9%0.51-29.8%83.6%61-7.2%0.72-1.0%20
7Fibonacci BandsDaily+86.9%0.51-29.8%83.6%61-7.2%0.72-1.0%20
8StochasticDaily+111.3%0.62-29.8%87.0%54-6.3%0.7-1.2%18
9Demand IndexWeekly+135.2%0.6-24.7%78.8%33-5.4%0.65-0.1%15
10Supertrend (7,3)Daily+88.7%0.54-24.3%58.2%55-7.1%0.64-1.5%16
11Stochastic Momentum IndexDaily+51.6%0.41-29.8%83.3%42-8.7%0.64-2.3%17
12QQEWeekly+281.7%0.81-21.4%60.0%40-1.9%0.58+0.1%12
13Fisher Center-of-GravityWeekly+15.6%0.19-20.1%63.9%83-10.4%0.58-2.8%25
14Donchian 20 BreakDaily+71.2%0.5-15.6%50.0%44-7.8%0.56-2.1%12
15Keltner Mean-ReversionDaily+51.1%0.36-29.8%84.4%45-8.7%0.52-2.8%15
16Donchian BreakoutDaily+46.8%0.4-18.4%47.7%65-8.9%0.5-3.0%18
17Williams %RDaily+130.8%0.66-29.8%81.2%96-5.7%0.49-2.5%30
18TEMA 20/50 CrossDaily+72.8%0.56-12.8%48.4%91-7.8%0.49-2.7%25
19DeMarker (21)Weekly+87.8%0.54-15.5%68.8%32-7.0%0.49-3.0%12
20Fisher Center-of-GravityDaily-32.0%-0.32-44.0%49.6%399-14.2%0.49-3.3%108

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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