| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CVSI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −33.3% | +125.0% | −66.7% | +0.0% | +0.0% | −33.3% | −5.0% | — | — | — | — | — | −68.3% | +9.3% | −77.7pp |
| 2025 | +33.3% | −25.0% | +0.0% | +0.0% | +0.0% | +33.3% | +0.0% | +0.0% | +0.0% | −25.0% | +0.0% | +100.0% | +100.0% | +17.7% | +82.3pp |
| 2024 | +4.7% | −7.3% | +19.5% | +18.5% | +44.0% | −14.3% | −14.2% | −1.1% | −1.8% | −20.0% | +0.0% | −25.0% | −15.1% | +24.9% | −40.0pp |
| 2023 | +18.8% | +35.7% | −23.4% | +25.0% | +0.0% | −20.0% | +8.7% | −3.4% | +19.0% | −24.8% | +12.6% | −16.5% | +9.1% | +26.2% | −17.1pp |
| 2022 | — | — | — | — | — | — | −75.0% | +77.0% | −24.7% | −2.5% | −3.8% | −13.6% | −73.0% | −18.2% | −54.8pp |
| 2021 | +12.8% | +22.6% | −29.2% | −9.8% | −1.2% | −6.6% | −14.5% | −7.6% | −20.7% | −12.4% | −16.0% | −31.9% | −74.5% | +28.7% | −103.2pp |
| 2020 | −5.2% | −24.7% | −16.4% | −13.1% | +78.0% | −30.3% | −2.7% | −5.8% | −7.7% | −11.8% | +36.1% | −25.4% | −51.3% | +18.3% | −69.6pp |
| 2019 | +29.9% | −14.3% | +23.3% | −11.0% | −16.7% | −7.4% | −1.4% | −16.5% | −48.7% | +20.3% | −41.5% | −20.2% | −77.6% | +31.2% | −108.8pp |
| 2018 | −32.9% | −3.4% | +24.7% | +60.3% | +91.2% | +8.5% | +88.0% | +38.8% | +11.5% | +3.5% | +0.3% | −14.1% | +598.0% | −4.6% | +602.5pp |
| 2017 | +11.6% | −12.7% | −4.6% | −19.9% | −8.2% | −4.7% | −7.1% | −13.0% | +30.5% | −23.7% | +3.6% | +165.0% | +43.6% | +21.7% | +21.9pp |
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. CVSI 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 | 13 | 13 | 13 | 13 | 13 | 14 | 13 | 13 | 13 | 14 | 14 |
| Positive ⓘ | 67% | 38% | 38% | 38% | 23% | 23% | 21% | 23% | 38% | 38% | 29% | 36% |
| Median | +12.2% | −7.3% | −4.6% | +0.0% | −1.2% | −9.3% | −6.1% | −5.8% | −1.8% | −11.8% | −1.9% | −15.3% |
| Best | +145.3% | +125.0% | +114.3% | +60.3% | +91.2% | +33.3% | +88.0% | +77.0% | +95.0% | +177.7% | +36.1% | +165.0% |
| Worst | −33.3% | −25.0% | −74.1% | −49.3% | −45.0% | −33.3% | −75.0% | −47.5% | −48.7% | −25.0% | −68.6% | −57.8% |
| vs SPY ⓘ | +11.2pp | −7.4pp | −3.9pp | −10.5pp | −6.2pp | −14.4pp | −8.9pp | −9.2pp | −3.9pp | −10.6pp | −7.7pp | −12.8pp |
158 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
