| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ESS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.8% | +1.3% | −4.1% | +8.8% | +3.6% | +7.9% | +1.8% | — | — | — | — | — | +16.8% | +7.5% | +9.3pp |
| 2025 | +0.6% | +9.5% | −0.8% | −8.9% | +1.7% | +0.7% | −8.2% | +3.9% | +0.0% | −5.9% | +4.7% | −0.7% | −5.0% | +17.7% | −22.7pp |
| 2024 | −5.9% | −0.8% | +6.9% | +0.6% | +5.5% | +5.7% | +2.3% | +8.4% | −1.3% | −3.9% | +9.4% | −8.1% | +18.4% | +24.9% | −6.5pp |
| 2023 | +6.7% | +0.9% | −7.2% | +5.1% | −1.7% | +9.5% | +3.9% | −2.1% | −10.0% | +0.9% | −0.2% | +17.2% | +22.0% | +26.2% | −4.2pp |
| 2022 | −5.6% | −4.6% | +9.6% | −4.7% | −13.8% | −7.1% | +9.6% | −7.5% | −7.8% | −8.3% | −0.8% | −2.8% | −37.8% | −18.2% | −19.6pp |
| 2021 | +0.9% | +6.3% | +7.5% | +6.9% | +1.6% | +2.3% | +9.4% | +0.8% | −2.7% | +6.3% | −0.1% | +4.4% | +52.4% | +28.7% | +23.7pp |
| 2020 | +3.0% | −8.5% | −21.6% | +10.8% | −0.5% | −4.7% | −3.7% | −1.9% | −6.3% | +1.9% | +20.2% | −2.6% | −18.1% | +18.3% | −36.4pp |
| 2019 | +10.6% | +3.2% | +4.1% | −2.3% | +3.3% | +0.7% | +3.5% | +6.3% | +2.3% | +0.1% | −4.6% | −3.0% | +25.9% | +31.2% | −5.3pp |
| 2018 | −3.5% | −3.9% | +8.4% | −0.4% | −0.3% | +0.8% | +0.6% | +2.4% | +1.0% | +1.6% | +4.7% | −5.9% | +4.8% | −4.6% | +9.4pp |
| 2017 | −3.5% | +4.6% | −0.6% | +5.6% | +5.1% | +0.8% | +1.7% | +1.6% | −3.8% | +3.3% | −5.9% | −1.6% | +6.8% | +21.7% | −14.9pp |
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. ESS 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.
