| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BBVA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.1% | −9.0% | −6.4% | +5.3% | +5.7% | +7.1% | +2.4% | — | — | — | — | — | +13.5% | +7.5% | +6.0pp |
| 2025 | +16.7% | +16.7% | +2.9% | +4.6% | +9.8% | +2.2% | +8.8% | +8.4% | +6.2% | +4.6% | +9.0% | +8.2% | +154.0% | +17.7% | +136.3pp |
| 2024 | +2.4% | +6.6% | +19.0% | −6.0% | +1.9% | −8.1% | +5.1% | +1.0% | +1.8% | −5.4% | −4.8% | +2.9% | +14.5% | +24.9% | −10.4pp |
| 2023 | +17.5% | +9.9% | −9.1% | +9.3% | −11.2% | +17.8% | +3.4% | +0.0% | +1.4% | −0.7% | +18.6% | −1.9% | +62.5% | +26.2% | +36.3pp |
| 2022 | +8.7% | −7.8% | −3.2% | −4.4% | +5.4% | −17.4% | +0.4% | −2.2% | +0.2% | +18.7% | +13.8% | +2.6% | +10.1% | −18.2% | +28.3pp |
| 2021 | −7.3% | +21.6% | −6.3% | +8.7% | +11.3% | −0.3% | +2.6% | +2.7% | +0.8% | +7.2% | −24.0% | +10.8% | +22.1% | +28.7% | −6.7pp |
| 2020 | −8.2% | −7.0% | −35.7% | +10.7% | −2.8% | +9.3% | −9.7% | −5.9% | −5.2% | +5.5% | +58.5% | +7.9% | −6.3% | +18.3% | −24.6pp |
| 2019 | +12.9% | +3.5% | −7.3% | +9.5% | −10.8% | +2.4% | −8.1% | −7.0% | +9.5% | +2.8% | +0.0% | +6.7% | +11.1% | +31.2% | −20.2pp |
| 2018 | +10.5% | −11.4% | −5.0% | +4.5% | −14.6% | +1.7% | +4.3% | −15.1% | +1.6% | −11.5% | +3.5% | −6.5% | −35.0% | −4.6% | −30.5pp |
| 2017 | +1.8% | −4.0% | +18.5% | +5.1% | +2.7% | +1.7% | +8.6% | −2.6% | +0.9% | −0.8% | −2.1% | −0.7% | +31.1% | +21.7% | +9.4pp |
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. BBVA 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.
