| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CVRT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.6% | +4.6% | −3.2% | +16.6% | +10.1% | −3.7% | −8.0% | — | — | — | — | — | +24.1% | +9.3% | +14.8pp |
| 2025 | −0.0% | −0.3% | −5.8% | +3.1% | +4.4% | +5.8% | +4.7% | +2.3% | +5.8% | +5.7% | +0.5% | −1.2% | +27.0% | +17.7% | +9.3pp |
| 2024 | −2.1% | +3.2% | +2.3% | −5.8% | +3.2% | +0.1% | +1.4% | +1.7% | +2.0% | +0.5% | +14.2% | −8.3% | +11.4% | +24.9% | −13.4pp |
| 2023 · part | — | — | — | — | — | — | — | — | — | — | +10.0% | +6.4% | +17.0% | +26.2% | −9.1pp |
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. CVRT 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 3 | 3 |
| Positive ⓘ | 33% | 67% | 33% | 67% | 100% | 67% | 67% | 100% | 100% | 100% | 100% | 33% |
| Median | −0.0% | +3.2% | −3.2% | +3.1% | +4.4% | +0.1% | +1.4% | +2.0% | +3.9% | +3.1% | +10.0% | −1.2% |
| Best | +7.6% | +4.6% | +2.3% | +16.6% | +10.1% | +5.8% | +4.7% | +2.3% | +5.8% | +5.7% | +14.2% | +6.4% |
| Worst | −2.1% | −0.3% | −5.8% | −5.8% | +3.2% | −3.7% | −8.0% | +1.7% | +2.0% | +0.5% | +0.5% | −8.3% |
| vs SPY ⓘ | −2.7pp | +0.9pp | −0.2pp | +4.0pp | −1.8pp | −2.7pp | +0.2pp | −0.2pp | +1.1pp | +2.4pp | +0.8pp | −1.3pp |
33 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
