Public archive
Modern Formula track record
Dated research, separate portfolio cohorts, and consistent benchmarks.
September 2026
Two portfolios. One research framework.
Both portfolios use the September 8 close as model entry. September is a retrospective publication, prepared after entry. The full-universe research includes updates through September 10.
| Portfolio | Weighted return | Benchmark return | Closes as of | Tracker |
|---|---|---|---|---|
| Full Universe | 0.00% | VTI: 0.00% | Portfolio: September 8, 2026 Benchmark: September 8, 2026 | View tracker |
| NASDAQ-Only | 0.00% | ONEQ: 0.00% | Portfolio: September 8, 2026 Benchmark: September 8, 2026 | View tracker |
Price returns before dividends, fees, and taxes. Returns reflect the stated closing-price dates, not live quotes.
Archived runs
Modern Formula archive.
| Run date | Portfolio | Entry price rule | Names | Benchmark | Public detail |
|---|---|---|---|---|---|
| September 6, 2026 | Full universe | September 8, 2026 close | 40 | VTI started; MF Top 50 pending | View public run |
| September 6, 2026 | NASDAQ-only | September 8, 2026 close | 40 | ONEQ started | View public run |
| August 3, 2026 | Full universe | August 3, 2026 close | 40 | VTI started; MF Top 50 pending | View public run |
| August 2, 2026 | NASDAQ-only | August 3, 2026 close | 40 | ONEQ started | View public run |
| July 5, 2026 | Full universe | July 6, 2026 close | 40 | VTI started; MF Top 50 pending | View public run |
| June 7, 2026 | Full universe | June 8, 2026 close | 40 | VTI started; MF Top 50 pending | View public run |