| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | APVS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | — | — | — | — | — | +0.0% | +7.5% | −7.5pp |
| 2025 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +17.7% | −17.7pp |
| 2024 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +24.9% | −24.9pp |
| 2023 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +900.0% | −90.0% | +0.0% | +26.2% | −26.2pp |
| 2022 | +900.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | −90.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | −18.2% | +18.2pp |
| 2021 | +110.7% | +59.3% | −54.3% | +37.2% | −54.2% | +25.9% | +32.4% | −24.4% | −76.5% | +0.0% | −87.5% | +0.0% | −96.4% | +28.7% | −125.2pp |
| 2020 | +15.4% | −6.7% | −28.6% | +40.0% | +0.0% | +57.1% | −13.6% | −21.1% | +13.3% | −5.9% | +6.3% | +64.7% | +115.4% | +18.3% | +97.1pp |
| 2019 | +0.0% | +78.6% | +0.4% | +31.5% | −12.1% | −48.3% | −6.7% | +7.1% | +33.3% | −30.0% | −14.3% | +8.3% | −7.1% | +31.2% | −38.4pp |
| 2018 | +3.7% | +57.1% | −9.1% | −20.0% | −6.3% | +0.0% | −30.0% | +95.2% | −51.2% | +0.0% | −14.5% | −18.1% | −48.1% | −4.6% | −43.6pp |
| 2017 | +400.0% | +0.0% | — | −12.5% | −8.6% | −31.3% | −54.5% | +40.0% | −50.0% | +28.6% | −40.0% | +0.0% | −32.5% | +21.7% | −54.2pp |
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. APVS is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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.
