Correlation Between Vanguard Extended and Schwab Long

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Can any of the company-specific risk be diversified away by investing in both Vanguard Extended and Schwab Long at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining Vanguard Extended and Schwab Long into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Vanguard Extended Duration and Schwab Long Term Treasury, you can compare the effects of market volatilities on Vanguard Extended and Schwab Long and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in Vanguard Extended with a short position of Schwab Long. Check out your portfolio center. Please also check ongoing floating volatility patterns of Vanguard Extended and Schwab Long.

Diversification Opportunities for Vanguard Extended and Schwab Long

0.97
  Correlation Coefficient

Almost no diversification

The 3 months correlation between Vanguard and Schwab is 0.97. Overlapping area represents the amount of risk that can be diversified away by holding Vanguard Extended Duration and Schwab Long Term Treasury in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Schwab Long Term and Vanguard Extended is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on Vanguard Extended Duration are associated (or correlated) with Schwab Long. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Schwab Long Term has no effect on the direction of Vanguard Extended i.e., Vanguard Extended and Schwab Long go up and down completely randomly.

Pair Corralation between Vanguard Extended and Schwab Long

Considering the 90-day investment horizon Vanguard Extended Duration is expected to under-perform the Schwab Long. In addition to that, Vanguard Extended is 1.67 times more volatile than Schwab Long Term Treasury. It trades about -0.03 of its total potential returns per unit of risk. Schwab Long Term Treasury is currently generating about -0.01 per unit of volatility. If you would invest  3,209  in Schwab Long Term Treasury on September 8, 2025 and sell it today you would lose (15.00) from holding Schwab Long Term Treasury or give up 0.47% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

Vanguard Extended Duration  vs.  Schwab Long Term Treasury

 Performance 
       Timeline  
Vanguard Extended 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Vanguard Extended Duration has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable fundamental indicators, Vanguard Extended is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors.
Schwab Long Term 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Schwab Long Term Treasury has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable technical indicators, Schwab Long is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors.

Vanguard Extended and Schwab Long Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Vanguard Extended and Schwab Long

The main advantage of trading using opposite Vanguard Extended and Schwab Long positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Vanguard Extended position performs unexpectedly, Schwab Long can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Schwab Long will offset losses from the drop in Schwab Long's long position.
The idea behind Vanguard Extended Duration and Schwab Long Term Treasury pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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