| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BVERS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.0% | +2.9% | −17.5% | +2.2% | +12.8% | +13.7% | +1.7% | — | — | — | — | — | +19.8% | +7.5% | +12.2pp |
| 2025 | −4.4% | +4.2% | +10.4% | −2.3% | −4.6% | +2.0% | −10.9% | +5.6% | −8.9% | +1.5% | −3.4% | −6.4% | −17.8% | +17.7% | −35.5pp |
| 2024 | −1.9% | +11.8% | −2.1% | −15.0% | +14.1% | +15.0% | −12.9% | +0.0% | +2.2% | +0.0% | +8.2% | +4.9% | +20.9% | +24.9% | −3.9pp |
| 2023 | +17.6% | −4.7% | −11.0% | −2.4% | +2.7% | +3.3% | −0.9% | −0.9% | +4.6% | +5.9% | +4.2% | +3.9% | +21.7% | +26.2% | −4.5pp |
| 2022 | +17.3% | +9.1% | +6.6% | +12.0% | +0.0% | +10.5% | −6.4% | +3.6% | +6.9% | −9.2% | −1.9% | +14.0% | +77.8% | −18.2% | +96.0pp |
| 2021 | +0.9% | +3.7% | +10.5% | −2.9% | +3.3% | +8.5% | −5.2% | +5.8% | −5.4% | +16.7% | +14.3% | −1.6% | +56.8% | +28.7% | +28.0pp |
| 2020 | −10.6% | +0.0% | −10.9% | −0.1% | +5.4% | +15.2% | +3.7% | +0.0% | −1.9% | −3.4% | +0.4% | +9.5% | +4.4% | +18.3% | −13.9pp |
| 2019 | +8.6% | +4.2% | +13.8% | −0.7% | −0.0% | −13.0% | +4.3% | +0.4% | +12.6% | +9.0% | −3.6% | +10.2% | +52.0% | +31.2% | +20.8pp |
| 2018 | +4.8% | +2.3% | +3.7% | −0.7% | −0.9% | +8.6% | +0.0% | +0.9% | +4.6% | −1.1% | +1.3% | +0.0% | +25.6% | −4.6% | +30.2pp |
| 2017 | +18.9% | +0.0% | −18.8% | −12.3% | +32.4% | +4.2% | −20.8% | +12.1% | +10.4% | +24.8% | −14.3% | +32.0% | +61.5% | +21.7% | +39.8pp |
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. BVERS 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.
