| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LGVN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.7% | −3.4% | +92.2% | −18.3% | −9.2% | −8.9% | −3.9% | — | — | — | — | — | +33.5% | +9.3% | +24.1pp |
| 2025 | −11.0% | −1.3% | +2.0% | +8.4% | −26.2% | +4.8% | +24.6% | −48.9% | −9.4% | +11.2% | −20.4% | −23.8% | −70.8% | +17.7% | −88.5pp |
| 2024 | −60.4% | −0.9% | −39.1% | −47.4% | −35.7% | +46.4% | +94.4% | −34.8% | −4.9% | +7.7% | −1.9% | −15.6% | −87.3% | +24.9% | −112.2pp |
| 2023 | +25.5% | −11.4% | −25.4% | +8.2% | +2.4% | +14.2% | −2.1% | −15.1% | −16.7% | −15.8% | −0.5% | −30.6% | −57.8% | +26.2% | −83.9pp |
| 2022 | −38.1% | −9.5% | +104.1% | −27.4% | −18.5% | −27.4% | +5.1% | −23.2% | −22.7% | −2.2% | +7.2% | −17.0% | −73.3% | −18.2% | −55.1pp |
| 2021 · part | — | — | +7.0% | +3.3% | — | +19.4% | −29.4% | −39.4% | +1.4% | −2.3% | +661.2% | −54.0% | +95.9% | +28.7% | +67.2pp |
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. LGVN 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 ⓘ | 5 | 5 | 6 | 6 | 5 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 0% | 67% | 50% | 20% | 67% | 50% | 0% | 20% | 40% | 40% | 0% |
| Median | −11.0% | −3.4% | +4.5% | −7.5% | −18.5% | +9.5% | +1.5% | −34.8% | −9.4% | −2.2% | −0.5% | −23.8% |
| Best | +25.5% | −0.9% | +104.1% | +8.4% | +2.4% | +46.4% | +94.4% | −15.1% | +1.4% | +11.2% | +661.2% | −15.6% |
| Worst | −60.4% | −11.4% | −39.1% | −47.4% | −35.7% | −27.4% | −29.4% | −48.9% | −22.7% | −15.8% | −20.4% | −54.0% |
| vs SPY ⓘ | −13.7pp | −6.1pp | +5.0pp | −10.3pp | −18.7pp | +3.7pp | −3.7pp | −37.2pp | −12.0pp | −9.3pp | −7.9pp | −23.8pp |
64 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
