| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LVO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.9% | +14.1% | −7.1% | +4.9% | +23.7% | −3.3% | −31.4% | — | — | — | — | — | −7.0% | +7.5% | −14.5pp |
| 2025 | −1.4% | −46.6% | −9.7% | +25.6% | −15.8% | +2.2% | −13.4% | −15.9% | −24.9% | +35.6% | −16.1% | +0.4% | −67.9% | +17.7% | −85.6pp |
| 2024 | +2.9% | +13.3% | +20.4% | −2.6% | −13.2% | −4.8% | +8.3% | +2.4% | −45.5% | −27.3% | +44.9% | +47.0% | +5.8% | +24.9% | −19.1pp |
| 2023 | +19.7% | +25.8% | +17.6% | +49.1% | −34.1% | +57.1% | +9.7% | +10.9% | −55.3% | +0.0% | +5.6% | +37.6% | +116.0% | +26.2% | +89.8pp |
| 2022 | −26.7% | −8.8% | −4.6% | −16.7% | +23.5% | +1.9% | +35.5% | −13.8% | −29.0% | +0.6% | −4.8% | −5.4% | −49.7% | −18.2% | −31.6pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | −20.1% | −30.1% | −44.1% | +28.7% | −72.8pp |
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. LVO 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 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 5 | 5 |
| Positive ⓘ | 60% | 60% | 40% | 60% | 40% | 60% | 60% | 50% | 0% | 50% | 40% | 60% |
| Median | +1.9% | +13.3% | −4.6% | +4.9% | −13.2% | +1.9% | +8.3% | −5.7% | −37.2% | +0.3% | −4.8% | +0.4% |
| Best | +19.7% | +25.8% | +20.4% | +49.1% | +23.7% | +57.1% | +35.5% | +10.9% | −24.9% | +35.6% | +44.9% | +47.0% |
| Worst | −26.7% | −46.6% | −9.7% | −16.7% | −34.1% | −4.8% | −31.4% | −15.9% | −55.3% | −27.3% | −20.1% | −30.1% |
| vs SPY ⓘ | +0.4pp | +8.1pp | −2.2pp | +1.5pp | −18.2pp | −2.3pp | +6.4pp | −4.9pp | −38.0pp | −2.7pp | −10.3pp | +0.4pp |
57 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
