| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EVCM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.5% | −4.7% | −0.4% | +1.0% | −2.6% | −10.6% | +19.3% | — | — | — | — | — | −0.9% | +7.5% | −8.4pp |
| 2025 | −7.9% | −2.2% | +1.6% | −3.2% | +2.6% | +4.9% | +2.2% | +7.6% | −3.6% | +4.1% | −25.1% | +39.5% | +10.0% | +17.7% | −7.7pp |
| 2024 | −11.7% | +0.5% | −3.8% | −4.5% | +6.6% | +14.5% | +9.8% | −11.2% | −3.3% | +1.5% | +15.5% | −9.4% | −0.2% | +24.9% | −25.1pp |
| 2023 | +38.8% | −3.2% | +5.8% | +14.1% | −1.6% | −0.3% | −1.4% | −9.5% | −5.1% | −4.5% | −2.7% | +18.3% | +48.3% | +26.2% | +22.1pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | −23.4% | +11.5% | −14.6% | −18.2% | +3.6pp |
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. EVCM 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 4 | 4 |
| Positive ⓘ | 25% | 25% | 50% | 50% | 50% | 50% | 75% | 33% | 0% | 67% | 25% | 75% |
| Median | −4.2% | −2.7% | +0.6% | −1.1% | +0.5% | +2.3% | +6.0% | −9.5% | −3.6% | +1.5% | −13.1% | +14.9% |
| Best | +38.8% | +0.5% | +5.8% | +14.1% | +6.6% | +14.5% | +19.3% | +7.6% | −3.3% | +4.1% | +15.5% | +39.5% |
| Worst | −11.7% | −4.7% | −3.8% | −4.5% | −2.6% | −10.6% | −1.4% | −11.2% | −5.1% | −4.5% | −25.1% | −9.4% |
| vs SPY ⓘ | −6.3pp | −2.4pp | +3.3pp | −1.4pp | −2.9pp | −3.5pp | +4.3pp | −7.9pp | −5.4pp | +1.7pp | −18.6pp | +15.5pp |
45 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
