| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GSC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.2% | +1.9% | −6.1% | +11.2% | +2.2% | +11.6% | −4.7% | — | — | — | — | — | +21.5% | +9.3% | +12.2pp |
| 2025 | +3.6% | −6.1% | −6.5% | −2.3% | +7.1% | +3.6% | +0.2% | +6.0% | −0.6% | −0.1% | +2.9% | −0.7% | +6.2% | +17.7% | −11.5pp |
| 2024 | −1.7% | +6.7% | +4.4% | −4.7% | +3.9% | −0.6% | +7.0% | +0.8% | +0.6% | −3.6% | +9.8% | −8.0% | +13.8% | +24.9% | −11.1pp |
| 2023 | — | — | — | — | — | — | — | — | — | +141.2% | +8.2% | +8.7% | +183.9% | +26.2% | +157.7pp |
| 2021 · part | −4.8% | +0.3% | — | — | — | — | — | — | — | — | — | — | −4.5% | +28.7% | −33.3pp |
| 2020 | −14.7% | −15.7% | −38.9% | +9.9% | −1.2% | +23.5% | −2.8% | +18.3% | −12.4% | −5.8% | +10.4% | +8.4% | −33.1% | +18.3% | −51.4pp |
| 2019 | +16.0% | +4.6% | +1.1% | +3.0% | −10.5% | +5.3% | −0.6% | −7.4% | +3.3% | +1.4% | +0.2% | +12.8% | +29.7% | +31.2% | −1.6pp |
| 2018 | +5.0% | −2.5% | +0.6% | +5.9% | +2.5% | +0.1% | −4.2% | −0.7% | +8.3% | −4.8% | −16.3% | −12.3% | −19.5% | −4.6% | −14.9pp |
| 2017 | −1.9% | +0.3% | −4.4% | −3.1% | −1.0% | −3.7% | +4.1% | −1.0% | +4.0% | +1.3% | +5.1% | +3.6% | +2.9% | +21.7% | −18.8pp |
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. GSC 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 ⓘ | 8 | 8 | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 8 | 8 | 8 |
| Positive ⓘ | 50% | 63% | 43% | 57% | 57% | 71% | 43% | 57% | 71% | 50% | 75% | 63% |
| Median | +1.0% | +0.3% | −4.4% | +3.0% | +2.2% | +3.6% | −0.6% | +0.8% | +0.6% | +0.6% | +4.0% | +4.6% |
| Best | +16.0% | +6.7% | +4.4% | +11.2% | +7.1% | +23.5% | +7.0% | +18.3% | +8.3% | +141.2% | +10.4% | +12.8% |
| Worst | −14.7% | −15.7% | −38.9% | −4.7% | −10.5% | −3.7% | −4.7% | −7.4% | −12.4% | −5.8% | −16.3% | −12.3% |
| vs SPY ⓘ | −2.0pp | −0.7pp | −0.9pp | −1.1pp | −2.4pp | −1.6pp | −2.1pp | −1.3pp | +0.2pp | −0.9pp | −0.7pp | +3.0pp |
89 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
