| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EVLV | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −13.5% | −14.4% | +14.2% | +19.0% | −10.4% | −10.1% | −4.3% | — | — | — | — | — | −22.5% | +7.5% | −30.0pp |
| 2025 | +1.5% | −11.7% | −11.9% | +40.7% | +24.4% | +14.3% | +5.0% | +25.7% | −8.4% | +2.5% | −17.4% | +12.1% | +81.3% | +17.7% | +63.5pp |
| 2024 | −7.4% | +9.2% | −6.7% | −12.1% | −26.9% | −10.8% | +36.1% | +13.5% | +2.8% | −46.9% | +88.4% | −2.5% | −16.3% | +24.9% | −41.2pp |
| 2023 | +18.1% | −10.1% | +13.5% | +15.4% | +65.6% | +0.7% | +9.7% | +6.2% | −30.5% | −12.6% | −5.9% | +18.0% | +82.2% | +26.2% | +56.1pp |
| 2022 | −28.3% | +10.0% | −24.7% | −17.4% | +32.9% | −8.6% | +1.1% | −15.6% | −6.6% | +38.2% | +19.1% | −25.8% | −41.9% | −18.2% | −23.8pp |
| 2021 · part | — | — | — | — | — | — | — | — | −22.9% | −5.2% | −4.7% | −17.7% | −42.7% | +28.7% | −71.4pp |
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. EVLV 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.
