| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GOSY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | — | — | — | — | — | +0.0% | +7.5% | −7.5pp |
| 2025 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +17.7% | −17.7pp |
| 2024 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +100.0% | −50.0% | +0.0% | +0.0% | +0.0% | +0.0% | +24.9% | −24.9pp |
| 2023 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | −66.7% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | −66.7% | +26.2% | −92.8pp |
| 2022 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +400.0% | −40.0% | +0.0% | +200.0% | −18.2% | +218.2pp |
| 2021 | +117.4% | +4.0% | −25.0% | +10.3% | −34.9% | +57.1% | −20.5% | +14.3% | −70.0% | −91.7% | +0.0% | +0.0% | −95.7% | +28.7% | −124.4pp |
| 2020 | −15.0% | −17.6% | −14.3% | +25.0% | +13.3% | +111.8% | +5.6% | −26.3% | −25.0% | −38.1% | +10.0% | +60.8% | +15.0% | +18.3% | −3.3pp |
| 2019 | −13.5% | +16.7% | −17.1% | −31.0% | +40.0% | +7.1% | +0.0% | −16.7% | −4.0% | −29.2% | −29.4% | +66.7% | −42.4% | +31.2% | −73.6pp |
| 2018 | +32.5% | −13.2% | −21.7% | +25.0% | +0.0% | −8.9% | −14.6% | +42.9% | +4.0% | −35.0% | +11.1% | −7.6% | −13.3% | −4.6% | −8.7pp |
| 2017 | +8.4% | +6.7% | −26.0% | −4.2% | −35.3% | +59.1% | +12.9% | −26.6% | −8.6% | −15.1% | −24.4% | +17.6% | −51.8% | +21.7% | −73.5pp |
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. GOSY 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.
