| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ACRV | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −25.7% | −15.6% | −7.9% | +33.1% | −13.5% | +11.3% | −14.6% | — | — | — | — | — | −36.9% | +9.3% | −46.3pp |
| 2025 | +0.8% | −12.5% | −61.8% | −31.0% | −25.0% | +13.3% | +7.6% | +4.7% | +35.1% | +9.9% | +18.6% | +2.1% | −60.0% | +17.7% | −77.7pp |
| 2024 | −25.8% | +33.2% | +47.1% | +27.1% | −15.1% | −24.9% | +44.5% | +13.2% | −26.2% | +14.3% | −5.2% | −20.6% | +22.4% | +24.9% | −2.5pp |
| 2023 | +40.6% | +25.4% | −37.5% | −3.0% | −4.3% | +10.0% | −4.0% | −5.8% | −18.4% | −45.2% | −22.7% | +21.5% | −57.3% | +26.2% | −83.5pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | — | −10.4% | −10.4% | −18.2% | +7.8pp |
A month’s return is its month-end close over the prior month-end’s, so a year’s figure is exactly the product of its twelve monthly cells — no separate annualisation, no resampling. A blank cell means no return exists for that month (the series had not started, or it is the very first month-end, which has nothing to be measured against). Blank is never zero.
Basis. ACRV is on the total return (splits + dividends) basis, SPY on the total return (splits + dividends) basis. Both columns are on the same basis, so the Δ column is a like-for-like difference.
Partial years. A year marked “ytd” or “part” does not cover the full calendar year: either the stored history starts inside it (the figure is measured from the first month-end present) or the data stops before December (the figure runs through the last stored close). The row’s own tooltip names the exact boundary. It is never dressed up as a calendar-year return.
End of day. These are stored end-of-day closes, and the window is anchored on the LAST stored bar rather than today’s date — so the newest row ends where the data ends. Nothing here is intraday.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 4 |
| Positive ⓘ | 50% | 50% | 25% | 50% | 0% | 75% | 50% | 67% | 33% | 67% | 33% | 50% |
| Median | −12.4% | +6.5% | −22.7% | +12.1% | −14.3% | +10.6% | +1.8% | +4.7% | −18.4% | +9.9% | −5.2% | −4.1% |
| Best | +40.6% | +33.2% | +47.1% | +33.1% | −4.3% | +13.3% | +44.5% | +13.2% | +35.1% | +14.3% | +18.6% | +21.5% |
| Worst | −25.8% | −15.6% | −61.8% | −31.0% | −25.0% | −24.9% | −14.6% | −5.8% | −26.2% | −45.2% | −22.7% | −20.6% |
| vs SPY ⓘ | −14.5pp | +8.3pp | −22.1pp | +9.0pp | −19.5pp | +5.9pp | −1.0pp | +2.6pp | −13.7pp | +7.6pp | −11.2pp | −1.3pp |
44 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
