| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BIVI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.7% | +21.1% | +1.4% | +17.9% | −13.9% | +36.6% | −26.3% | — | — | — | — | — | +23.3% | +9.3% | +13.9pp |
| 2025 | −17.5% | −19.4% | −26.3% | −16.5% | +27.1% | −11.1% | −35.1% | −74.7% | +25.0% | −7.9% | −14.3% | −22.7% | −94.2% | +17.7% | −111.9pp |
| 2024 | −17.5% | +19.2% | −57.4% | −7.3% | −7.0% | −12.1% | −2.8% | −28.6% | −56.8% | +128.3% | +2.2% | −28.6% | −84.1% | +24.9% | −109.0pp |
| 2023 | −34.7% | +51.7% | +5.1% | −1.1% | −26.9% | −26.2% | +9.5% | −34.1% | +9.6% | +27.9% | −58.7% | −30.0% | −83.8% | +26.2% | −110.0pp |
| 2022 | −29.6% | −1.9% | +51.8% | −21.2% | −31.2% | −43.4% | +48.3% | +67.9% | −31.0% | +69.9% | +59.3% | +15.3% | +72.7% | −18.2% | +90.8pp |
| 2021 | +93.5% | −4.2% | −39.8% | −9.5% | −21.5% | +23.3% | −16.6% | −43.6% | −16.2% | −8.5% | +5.2% | −30.1% | −74.0% | +28.7% | −102.7pp |
| 2020 | +14.3% | −18.7% | +5.5% | +29.4% | +14.9% | +174.5% | +7.8% | +39.2% | −54.7% | −16.2% | +21.1% | +79.5% | +394.9% | +18.3% | +376.5pp |
| 2019 | −11.0% | +160.0% | +30.3% | +28.3% | −8.0% | +5.0% | −4.8% | −31.0% | +1.2% | −7.0% | +8759.8% | −39.1% | +12355.5% | +31.2% | +12324.3pp |
| 2018 | −46.7% | −37.5% | −10.0% | −47.1% | −32.8% | +237.5% | +250.0% | −63.0% | −7.1% | −25.4% | −1.0% | −41.5% | −81.3% | −4.6% | −76.7pp |
| 2017 | +1.7% | +3.3% | −3.2% | +16.7% | −35.1% | +27.8% | −32.6% | +7.5% | −4.8% | +15.0% | −19.6% | −18.9% | −49.2% | +21.7% | −70.9pp |
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. BIVI 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.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 12 | 11 | 12 | 12 | 12 | 13 | 13 | 12 | 12 | 11 | 12 | 12 |
| Positive ⓘ | 33% | 45% | 50% | 33% | 25% | 62% | 31% | 50% | 33% | 45% | 42% | 33% |
| Median | −13.8% | −1.9% | −0.9% | −8.4% | −11.0% | +23.3% | −16.6% | −10.6% | −2.4% | −7.0% | −0.5% | −20.8% |
| Best | +93.5% | +160.0% | +90.0% | +29.4% | +53.8% | +237.5% | +250.0% | +108.3% | +25.0% | +128.3% | +8759.8% | +79.5% |
| Worst | −46.7% | −37.8% | −57.4% | −47.1% | −35.1% | −43.4% | −66.7% | −74.7% | −56.8% | −25.4% | −58.7% | −41.5% |
| vs SPY ⓘ | −15.4pp | −0.6pp | −1.0pp | −7.8pp | −15.7pp | +21.0pp | −18.7pp | −11.1pp | −3.8pp | −9.2pp | −3.7pp | −21.4pp |
144 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
