| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EVUS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.3% | +1.4% | −5.7% | +7.8% | +2.8% | −0.0% | +1.5% | — | — | — | — | — | +12.1% | +7.5% | +4.5pp |
| 2025 | +4.1% | +0.6% | −2.5% | −3.7% | +2.7% | +4.3% | +0.4% | +2.9% | +1.7% | −0.3% | +2.0% | +0.6% | +13.3% | +17.7% | −4.4pp |
| 2024 | +0.3% | +3.5% | +4.9% | −4.1% | +2.5% | −0.0% | +5.4% | +2.9% | +1.9% | −1.6% | +5.4% | −6.9% | +14.2% | +24.9% | −10.7pp |
| 2023 | — | +24481371.0% | −0.9% | +1.1% | −4.1% | +6.0% | +3.5% | −2.6% | −4.1% | −3.0% | +7.4% | +5.4% | +26411124.7% | +26.2% | +26411098.6pp |
| 2022 · part | +0.0% | +0.0% | +0.0% | — | — | — | — | — | — | — | — | — | +0.0% | −18.2% | +18.2pp |
| 2021 | +54.8% | −38.3% | −57.4% | +73.0% | −22.0% | +15.3% | −62.2% | −5.4% | −91.4% | −66.8% | +0.0% | +0.0% | −99.4% | +28.7% | −128.1pp |
| 2020 | +101.1% | +0.0% | +0.0% | −25.1% | +33.6% | +0.0% | +298.9% | +87.7% | −23.4% | −13.0% | +130.0% | +573.9% | +15450.5% | +18.3% | +15432.2pp |
| 2019 | +0.0% | +101.1% | −50.3% | +0.0% | +0.0% | +101.1% | +0.0% | +0.0% | −50.3% | +101.1% | −50.3% | +0.0% | +0.0% | +31.2% | −31.2pp |
| 2018 | +0.0% | +0.0% | +0.0% | −50.3% | +101.1% | +0.0% | +0.0% | +0.0% | −50.3% | +101.1% | −50.3% | +0.0% | −50.3% | −4.6% | −45.7pp |
| 2017 | +0.0% | +0.0% | +101.1% | +0.0% | +0.0% | +0.0% | +49.7% | −33.2% | −50.3% | +0.0% | +101.1% | +0.0% | +101.1% | +21.7% | +79.4pp |
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. EVUS 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.
