Features

Time-series operations

Align, index, stack, resample, and transform labeled time-series arrays

DataFrame product

✅ Several parameterized indicators can produce DataFrames with different shapes and columns, which makes creating a Cartesian product tricky because they often share common column levels (such as "symbol") that should not be combined. There is now a method to cross-join multiple DataFrames block-wise.

Enter when SMA goes above WMA, exit when EMA goes below WMA
data = vbt.YFData.pull(["BTC-USD", "ETH-USD"], missing_index="drop")
sma = data.run("sma", timeperiod=[10, 20], unpack=True)
ema = data.run("ema", timeperiod=[30, 40], unpack=True)
wma = data.run("wma", timeperiod=[50, 60], unpack=True)
sma, ema, wma = sma.vbt.x(ema, wma)  
entries = sma.vbt.crossed_above(wma)
exits = ema.vbt.crossed_below(wma)

entries.columns
MultiIndex([(10, 30, 50, 'BTC-USD'),
            (10, 30, 50, 'ETH-USD'),
            (10, 30, 60, 'BTC-USD'),
            (10, 30, 60, 'ETH-USD'),
            (10, 40, 50, 'BTC-USD'),
            (10, 40, 50, 'ETH-USD'),
            (10, 40, 60, 'BTC-USD'),
            (10, 40, 60, 'ETH-USD'),
            (20, 30, 50, 'BTC-USD'),
            (20, 30, 50, 'ETH-USD'),
            (20, 30, 60, 'BTC-USD'),
            (20, 30, 60, 'ETH-USD'),
            (20, 40, 50, 'BTC-USD'),
            (20, 40, 50, 'ETH-USD'),
            (20, 40, 60, 'BTC-USD'),
            (20, 40, 60, 'ETH-USD')],
           names=['sma_timeperiod', 'ema_timeperiod', 'wma_timeperiod', 'symbol'])

Manually creating arrays and setting their data with Pandas can often be challenging. Luckily, there is now a feature that offers much-needed assistance! Any broadcastable argument can become an index dictionary, which contains instructions on where to set values in the array and fills them in for you. It knows exactly which axis needs to be updated and does not create a full array unless necessary, saving RAM ❤️

1) Accumulate daily and exit on Sunday vs 2) accumulate weekly and exit on month end
data = vbt.YFData.pull(["BTC-USD", "ETH-USD"])
tile = pd.Index(["daily", "weekly"], name="strategy")  
pf = vbt.PF.from_orders(
    data.close,
    size=vbt.index_dict({  
        vbt.idx(
            vbt.pointidx(every="day"),
            vbt.colidx("daily", level="strategy")): 100,  
        vbt.idx(
            vbt.pointidx(every="sunday"),
            vbt.colidx("daily", level="strategy")): -np.inf,  
        vbt.idx(
            vbt.pointidx(every="monday"),
            vbt.colidx("weekly", level="strategy")): 100,
        vbt.idx(
            vbt.pointidx(every="monthend"),
            vbt.colidx("weekly", level="strategy")): -np.inf,
    }),
    size_type="value",
    direction="longonly",
    init_cash="auto",
    broadcast_kwargs=dict(tile=tile)
)
pf.sharpe_ratio
strategy  symbol
daily     BTC-USD    0.702259
          ETH-USD    0.782296
weekly    BTC-USD    0.838895
          ETH-USD    0.524215
Name: sharpe_ratio, dtype: float64

Slicing

✅ Similar to selecting columns, each VBT object can now slice rows using the same mechanism as in Pandas 🔪 This makes it easy to analyze and plot any subset of simulated data, without needing to re-simulate!

Analyze multiple date ranges of the same portfolio
data = vbt.YFData.pull("BTC-USD")
pf = vbt.PF.from_holding(data, freq="d")

pf.sharpe_ratio
1.116727709477293
pf.loc[:"2020"].sharpe_ratio  
1.2699801554196481
pf.loc["2021": "2021"].sharpe_ratio  
0.9825161170278687
pf.loc["2022":].sharpe_ratio  
-1.0423271337174647

Column stacking

✅ Complex VBT objects of the same type can be easily stacked along columns. For example, you can combine multiple unrelated trading strategies into one portfolio for analysis. Under the hood, the final object is still represented as a monolithic multi-dimensional structure that can be processed even faster than separate merged objects 🫁

Analyze two trading strategies separately and then jointly
def strategy1(data):
    fast_ma = vbt.MA.run(data.close, 50, short_name="fast_ma")
    slow_ma = vbt.MA.run(data.close, 200, short_name="slow_ma")
    entries = fast_ma.ma_crossed_above(slow_ma)
    exits = fast_ma.ma_crossed_below(slow_ma)
    return vbt.PF.from_signals(
        data.close,
        entries,
        exits,
        size=100,
        size_type="value",
        init_cash="auto"
    )

def strategy2(data):
    bbands = vbt.BBANDS.run(data.close, window=14)
    entries = bbands.close_crossed_below(bbands.lower)
    exits = bbands.close_crossed_above(bbands.upper)
    return vbt.PF.from_signals(
        data.close,
        entries,
        exits,
        init_cash=200
    )

data1 = vbt.BinanceData.pull("BTCUSDT")
pf1 = strategy1(data1)  
pf1.sharpe_ratio
0.9100317671866922
data2 = vbt.BinanceData.pull("ETHUSDT")
pf2 = strategy2(data2)  
pf2.sharpe_ratio
-0.11596286232734827
pf_sep = vbt.PF.column_stack((pf1, pf2))  
pf_sep.sharpe_ratio
0    0.910032
1   -0.115963
Name: sharpe_ratio, dtype: float64
pf_join = vbt.PF.column_stack((pf1, pf2), group_by=True)  
pf_join.sharpe_ratio
0.42820898354646514

Row stacking

✅ Complex VBT objects of the same type can be easily stacked along rows. For example, you can append new data to an existing portfolio, or concatenate in-sample portfolios with their out-of-sample counterparts 🧬

Analyze two date ranges separately and then jointly
def strategy(data, start=None, end=None):
    fast_ma = vbt.MA.run(data.close, 50, short_name="fast_ma")
    slow_ma = vbt.MA.run(data.close, 200, short_name="slow_ma")
    entries = fast_ma.ma_crossed_above(slow_ma)
    exits = fast_ma.ma_crossed_below(slow_ma)
    return vbt.PF.from_signals(
        data.close[start:end],
        entries[start:end],
        exits[start:end],
        size=100,
        size_type="value",
        init_cash="auto"
    )

data = vbt.BinanceData.pull("BTCUSDT")

pf_whole = strategy(data)  
pf_whole.sharpe_ratio
0.9100317671866922
pf_sub1 = strategy(data, end="2019-12-31")  
pf_sub1.sharpe_ratio
0.7810397448678937
pf_sub2 = strategy(data, start="2020-01-01")  
pf_sub2.sharpe_ratio
1.070339534746574
pf_join = vbt.PF.row_stack((pf_sub1, pf_sub2))  
pf_join.sharpe_ratio
0.9100317671866922

Index alignment

✅ There is no longer a limitation requiring each Pandas array to have the same index. Indexes of all arrays that should broadcast against each other are automatically aligned, as long as they have the same data type.

Predict ETH price with BTC price using linear regression
btc_data = vbt.YFData.pull("BTC-USD")
btc_data.wrapper.shape
(2817, 7)
eth_data = vbt.YFData.pull("ETH-USD")  
eth_data.wrapper.shape
(1668, 7)
ols = vbt.OLS.run(  
    btc_data.close,
    eth_data.close
)
ols.pred
Date
2014-09-17 00:00:00+00:00            NaN
2014-09-18 00:00:00+00:00            NaN
2014-09-19 00:00:00+00:00            NaN
2014-09-20 00:00:00+00:00            NaN
2014-09-21 00:00:00+00:00            NaN
...                                  ...
2022-05-30 00:00:00+00:00    2109.769242
2022-05-31 00:00:00+00:00    2028.856767
2022-06-01 00:00:00+00:00    1911.555689
2022-06-02 00:00:00+00:00    1930.169725
2022-06-03 00:00:00+00:00    1882.573170
Freq: D, Name: Close, Length: 2817, dtype: float64

Numba datetime

✅ Numba does not support datetime indexes (or any other Pandas objects). There are also no built-in Numba functions for working with datetime. So, how do you connect data to time? VBT addresses this gap by implementing a collection of functions to extract various information from each timestamp, such as the current time and day of the week, to determine whether the bar is during trading hours.

Plot the percentage change from the start of the month to now
@njit
def month_start_pct_change_nb(arr, index):
    out = np.full(arr.shape, np.nan)
    for col in range(arr.shape[1]):
        for i in range(arr.shape[0]):
            if i == 0 or vbt.dt_nb.month_nb(index[i - 1]) != vbt.dt_nb.month_nb(index[i]):
                month_start_value = arr[i, col]
            else:
                out[i, col] = (arr[i, col] - month_start_value) / month_start_value
    return out

data = vbt.YFData.pull(["BTC-USD", "ETH-USD"], start="2022", end="2023")
pct_change = month_start_pct_change_nb(
    vbt.to_2d_array(data.close),
    data.index.vbt.to_ns()  
)
pct_change = data.symbol_wrapper.wrap(pct_change)
pct_change.vbt.plot().show()
Bitcoin and Ethereum percentage change from the start of each month in 2022 Figure data (JSON)

Tutorial

Learn more in the Signal development tutorial.

Periods ago

✅ Instead of writing Numba functions, comparing values at different bars can also be done in a vectorized way with Pandas. The problem is that there are no built-in functions to easily shift values based on timedeltas, nor are there rolling functions to check whether an event happened during a past period. This gap is filled by various new accessor methods.

Check whether the price dropped for 5 consecutive bars
data = vbt.YFData.pull("BTC-USD", start="2022-05", end="2022-08")
mask = (data.close < data.close.vbt.ago(1)).vbt.all_ago(5)
fig = data.plot(plot_volume=False)
mask.vbt.signals.ranges.plot_shapes(
    plot_close=False,
    fig=fig,
    add_shape_kwargs=dict(fillcolor="orangered")
)
fig.show()
Bitcoin price with highlighted ranges where price dropped for five consecutive bars Figure data (JSON)

Tutorial

Learn more in the Signal development tutorial.

Safe resampling

Look-ahead bias is an ongoing risk when working with array data, especially on multiple time frames. Using Pandas alone is strongly discouraged because it does not recognize that financial data mainly involves bars where timestamps are the opening times, and events may occur at any time between bars. Pandas thus incorrectly assumes that timestamps indicate the exact time of an event. In VBT, there is a complete collection of functions and classes for safely resampling and analyzing data!

Calculate SMA on multiple time frames and display on the same chart
def mtf_sma(close, close_freq, target_freq, timeperiod=5):
    target_close = close.vbt.realign_closing(target_freq)  
    target_sma = vbt.talib("SMA").run(target_close, timeperiod=timeperiod).real  
    target_sma = target_sma.rename(f"SMA ({target_freq})")
    return target_sma.vbt.realign_closing(close.index, freq=close_freq)  

data = vbt.YFData.pull("BTC-USD", start="2020", end="2023")
fig = mtf_sma(data.close, "D", "daily").vbt.plot()
mtf_sma(data.close, "D", "weekly").vbt.plot(fig=fig)
mtf_sma(data.close, "D", "monthly").vbt.plot(fig=fig)
fig.show()
Bitcoin simple moving averages calculated on daily, weekly, and monthly timeframes Figure data (JSON)

Tutorial

Learn more in the MTF analysis tutorial.

✅ You can resample not only time series, but also complex VBT objects! Under the hood, each object is made up of a collection of array-like attributes, so resampling means aggregating all the related information together. This is especially helpful if you want to simulate at a higher frequency for maximum accuracy and then analyze at a lower frequency for better speed.

Plot the monthly return heatmap of a random portfolio
import calendar

data = vbt.YFData.pull("BTC-USD", start="2018", end="2023")
pf = vbt.PF.from_random_signals(data, n=100, direction="both", seed=42)
mo_returns = pf.resample("M").returns  
mo_return_matrix = pd.Series(
    mo_returns.values,
    index=pd.MultiIndex.from_arrays([
        mo_returns.index.year,
        mo_returns.index.month
    ], names=["year", "month"])
).unstack("month")
mo_return_matrix.columns = mo_return_matrix.columns.map(lambda x: calendar.month_abbr[x])
mo_return_matrix.vbt.heatmap(
    is_x_category=True,
    trace_kwargs=dict(zmid=0, colorscale="Spectral")
).show()
Monthly return heatmap for a seeded random Bitcoin portfolio from 2018 through 2022 Figure data (JSON)

Tutorial

Learn more in the MTF analysis tutorial.

Meta methods

✅ Many methods, such as rolling apply, now come in two versions: regular (instance methods) and meta (class methods). Regular methods are bound to a single array and do not need metadata, while meta methods are not tied to any array and act as micro-pipelines with their own broadcasting and templating logic. Here, VBT solves one of the main Pandas limitations: the inability to apply a function to multiple arrays at once.

Compute the rolling z-score on one array and the rolling correlation coefficient on two arrays
@njit
def zscore_nb(x):  
    return (x[-1] - np.mean(x)) / np.std(x)

data = vbt.YFData.pull("BTC-USD", start="2020", end="2021")
data.close.rolling(14).apply(zscore_nb, raw=True)  
Date
2020-01-01 00:00:00+00:00         NaN
                                  ...
2020-12-27 00:00:00+00:00    1.543527
2020-12-28 00:00:00+00:00    1.734715
2020-12-29 00:00:00+00:00    1.755125
2020-12-30 00:00:00+00:00    2.107147
2020-12-31 00:00:00+00:00    1.781800
Freq: D, Name: Close, Length: 366, dtype: float64
data.close.vbt.rolling_apply(14, zscore_nb)  
2020-01-01 00:00:00+00:00         NaN
                                  ...
2020-12-27 00:00:00+00:00    1.543527
2020-12-28 00:00:00+00:00    1.734715
2020-12-29 00:00:00+00:00    1.755125
2020-12-30 00:00:00+00:00    2.107147
2020-12-31 00:00:00+00:00    1.781800
Freq: D, Name: Close, Length: 366, dtype: float64
@njit
def corr_meta_nb(from_i, to_i, col, a, b):  
    a_window = a[from_i:to_i, col]
    b_window = b[from_i:to_i, col]
    return np.corrcoef(a_window, b_window)[1, 0]

data2 = vbt.YFData.pull(["ETH-USD", "XRP-USD"], start="2020", end="2021")
vbt.pd_acc.rolling_apply(  
    14,
    corr_meta_nb,
    vbt.Rep("a"),
    vbt.Rep("b"),
    broadcast_named_args=dict(a=data.close, b=data2.close)
)
symbol                      ETH-USD   XRP-USD
Date
2020-01-01 00:00:00+00:00       NaN       NaN
...                             ...       ...
2020-12-27 00:00:00+00:00  0.636862 -0.511303
2020-12-28 00:00:00+00:00  0.674514 -0.622894
2020-12-29 00:00:00+00:00  0.712531 -0.773791
2020-12-30 00:00:00+00:00  0.839355 -0.772295
2020-12-31 00:00:00+00:00  0.878897 -0.764446

[366 rows x 2 columns]

✅ When combining multiple arrays, they often need to be aligned and broadcast before the operation itself. Pandas alone often falls short because it can be too strict. Fortunately, VBT includes an accessor class method that can take a regular Python expression, identify all variable names, extract the arrays from the current context, broadcast them, and then evaluate the expression (with support for NumExpr!) ⌨️

Evaluate a multiline array expression based on a Bollinger Bands indicator
data = vbt.YFData.pull(["BTC-USD", "ETH-USD"])

low = data.low
high = data.high
bb = vbt.talib("BBANDS").run(data.close)
upperband = bb.upperband
lowerband = bb.lowerband
bandwidth = (bb.upperband - bb.lowerband) / bb.middleband
up_th = vbt.Param([0.3, 0.4])
low_th = vbt.Param([0.1, 0.2])

expr = """
narrow_bands = bandwidth < low_th
above_upperband = high > upperband
wide_bands = bandwidth > up_th
below_lowerband = low < lowerband
(narrow_bands & above_upperband) | (wide_bands & below_lowerband)
"""
mask = vbt.pd_acc.eval(expr)
mask.sum()
low_th  up_th  symbol
0.1     0.3    BTC-USD    344
               ETH-USD    171
        0.4    BTC-USD    334
               ETH-USD    158
0.2     0.3    BTC-USD    444
               ETH-USD    253
        0.4    BTC-USD    434
               ETH-USD    240
dtype: int64

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