| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DCGO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −12.6% | −6.4% | −12.4% | +12.2% | −6.8% | −21.6% | +25.9% | — | — | — | — | — | −26.0% | +7.5% | −33.5pp |
| 2025 | +15.3% | −36.8% | −14.6% | −15.5% | −36.3% | +10.6% | −13.4% | +14.7% | −12.8% | −19.9% | −5.5% | −14.8% | −79.3% | +17.7% | −97.0pp |
| 2024 | −33.8% | +10.0% | −0.7% | −16.3% | −13.3% | +5.5% | +17.5% | +4.1% | −12.2% | +5.7% | +23.4% | −2.1% | −24.2% | +24.9% | −49.0pp |
| 2023 | +41.4% | −8.5% | −5.5% | −1.7% | +5.3% | +4.7% | −10.5% | +6.7% | −40.4% | +11.4% | −4.9% | −1.1% | −20.9% | +26.2% | −47.1pp |
| 2022 | −24.3% | +1.0% | +29.4% | −24.1% | +7.5% | −5.4% | +8.3% | +32.0% | −2.7% | −0.2% | −25.8% | −3.8% | −24.4% | −18.2% | −6.2pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | — | +16.9% | +16.9% | +28.7% | −11.9pp |
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. DCGO 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.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 5 |
| Positive ⓘ | 40% | 40% | 20% | 20% | 40% | 60% | 60% | 100% | 0% | 50% | 25% | 20% |
| Median | −12.6% | −6.4% | −5.5% | −15.5% | −6.8% | +4.7% | +8.3% | +10.7% | −12.5% | +2.8% | −5.2% | −2.1% |
| Best | +41.4% | +10.0% | +29.4% | +12.2% | +7.5% | +10.6% | +25.9% | +32.0% | −2.7% | +11.4% | +23.4% | +16.9% |
| Worst | −33.8% | −36.8% | −14.6% | −24.1% | −36.3% | −21.6% | −13.4% | +4.1% | −40.4% | −19.9% | −25.8% | −14.8% |
| vs SPY ⓘ | −14.1pp | −5.5pp | −7.5pp | −12.3pp | −12.1pp | +1.9pp | −0.9pp | +10.5pp | −15.3pp | −0.9pp | −9.9pp | +0.3pp |
56 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
