Correlation Between Procter Gamble and Vanguard Ultra

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Can any of the company-specific risk be diversified away by investing in both Procter Gamble and Vanguard Ultra 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 Procter Gamble and Vanguard Ultra into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Procter Gamble and Vanguard Ultra Short Bond, you can compare the effects of market volatilities on Procter Gamble and Vanguard Ultra 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 Procter Gamble with a short position of Vanguard Ultra. Check out your portfolio center. Please also check ongoing floating volatility patterns of Procter Gamble and Vanguard Ultra.

Diversification Opportunities for Procter Gamble and Vanguard Ultra

-0.84
  Correlation Coefficient

Pay attention - limited upside

The 3 months correlation between Procter and Vanguard is -0.84. Overlapping area represents the amount of risk that can be diversified away by holding Procter Gamble and Vanguard Ultra Short Bond in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Vanguard Ultra Short and Procter Gamble 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 Procter Gamble are associated (or correlated) with Vanguard Ultra. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Vanguard Ultra Short has no effect on the direction of Procter Gamble i.e., Procter Gamble and Vanguard Ultra go up and down completely randomly.

Pair Corralation between Procter Gamble and Vanguard Ultra

Allowing for the 90-day total investment horizon Procter Gamble is expected to under-perform the Vanguard Ultra. In addition to that, Procter Gamble is 32.82 times more volatile than Vanguard Ultra Short Bond. It trades about -0.13 of its total potential returns per unit of risk. Vanguard Ultra Short Bond is currently generating about 0.63 per unit of volatility. If you would invest  4,925  in Vanguard Ultra Short Bond on September 4, 2025 and sell it today you would earn a total of  58.00  from holding Vanguard Ultra Short Bond or generate 1.18% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Procter Gamble  vs.  Vanguard Ultra Short Bond

 Performance 
       Timeline  
Procter Gamble 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Procter Gamble has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's technical and fundamental indicators remain stable and the current disturbance on Wall Street may also be a sign of long-run gains for the company stockholders.
Vanguard Ultra Short 

Risk-Adjusted Performance

Prime

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Ultra Short Bond are ranked lower than 49 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Vanguard Ultra is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Procter Gamble and Vanguard Ultra Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Procter Gamble and Vanguard Ultra

The main advantage of trading using opposite Procter Gamble and Vanguard Ultra positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Procter Gamble position performs unexpectedly, Vanguard Ultra 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 Vanguard Ultra will offset losses from the drop in Vanguard Ultra's long position.
The idea behind Procter Gamble and Vanguard Ultra Short Bond 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 Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.

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