| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MVP.WA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.0% | −3.3% | −4.0% | +24.7% | −17.0% | −5.7% | +2.6% | — | — | — | — | — | −1.4% | +7.5% | −8.9pp |
| 2025 | +1.0% | +7.6% | −2.9% | +4.6% | +4.1% | +7.5% | −0.3% | +6.0% | +7.1% | −10.3% | +9.0% | +1.9% | +39.1% | +17.7% | +21.4pp |
| 2024 | −3.9% | +3.5% | +14.0% | +12.8% | −25.5% | −4.6% | +2.3% | +2.2% | −5.2% | −5.4% | −5.5% | +0.0% | −19.4% | +24.9% | −44.3pp |
| 2023 | +6.6% | +0.6% | −6.1% | +4.1% | +3.6% | +1.9% | +27.8% | −1.7% | −12.2% | +9.3% | −9.3% | +10.6% | +33.9% | +26.2% | +7.7pp |
| 2022 | +1.8% | −9.0% | +10.7% | −28.4% | +9.7% | −8.8% | +0.3% | −2.1% | −10.9% | +2.8% | +5.4% | +5.1% | −26.8% | −18.2% | −8.7pp |
| 2021 | +32.2% | +5.7% | +9.5% | +10.1% | +27.5% | −13.1% | −12.6% | +14.8% | −1.2% | −7.0% | −9.0% | −4.6% | +49.6% | +28.7% | +20.9pp |
| 2020 | +23.2% | −10.1% | −21.6% | +1.4% | +8.1% | +1.3% | +3.5% | +17.2% | +4.5% | −9.4% | +12.1% | +1.5% | +26.0% | +18.3% | +7.7pp |
| 2019 | +13.5% | +17.6% | −8.6% | +7.9% | −15.9% | +5.8% | −7.6% | +0.9% | +2.8% | +0.0% | +7.9% | +6.3% | +28.9% | +31.2% | −2.3pp |
| 2018 | +0.6% | −3.7% | −14.1% | +2.6% | −3.6% | −15.8% | −9.6% | −8.1% | −14.9% | +5.9% | +0.3% | −9.5% | −52.9% | −4.6% | −48.3pp |
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. MVP.WA is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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.
