| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MVST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.4% | −14.5% | −33.0% | +28.7% | −19.7% | −24.5% | −39.1% | — | — | — | — | — | −74.6% | +7.5% | −82.1pp |
| 2025 | −27.1% | +7.9% | −28.2% | +65.0% | +86.0% | +1.1% | −12.7% | −15.8% | +44.2% | +41.6% | −35.4% | −20.5% | +35.3% | +17.7% | +17.5pp |
| 2024 | −33.0% | −8.3% | −2.7% | −53.2% | −4.6% | +22.0% | −14.3% | −26.3% | −13.4% | −23.7% | +299.2% | +172.4% | +47.9% | +24.9% | +23.0pp |
| 2023 | +6.5% | −20.9% | −3.9% | −15.3% | +18.1% | +29.0% | +79.4% | −22.3% | −15.2% | −34.9% | −4.9% | +19.7% | −8.5% | +26.2% | −34.7pp |
| 2022 | −2.1% | +28.9% | −6.2% | −26.0% | +0.8% | −55.6% | +19.4% | −7.2% | −26.4% | +35.4% | −10.6% | −30.1% | −73.0% | −18.2% | −54.8pp |
| 2021 · part | — | — | — | — | — | — | — | −1.6% | −8.3% | +2.9% | +0.4% | −33.3% | −37.9% | +28.7% | −66.6pp |
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. MVST 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 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 20% | 40% | 0% | 40% | 60% | 60% | 40% | 0% | 20% | 60% | 40% | 40% |
| Median | −6.4% | −8.3% | −6.2% | −15.3% | +0.8% | +1.1% | −12.7% | −15.8% | −13.4% | +2.9% | −4.9% | −20.5% |
| Best | +6.5% | +28.9% | −2.7% | +65.0% | +86.0% | +29.0% | +79.4% | −1.6% | +44.2% | +41.6% | +299.2% | +172.4% |
| Worst | −33.0% | −20.9% | −33.0% | −53.2% | −19.7% | −55.6% | −39.1% | −26.3% | −26.4% | −34.9% | −35.4% | −33.3% |
| vs SPY ⓘ | −7.9pp | −13.5pp | −9.9pp | −16.9pp | +0.6pp | −4.0pp | −15.0pp | −17.8pp | −10.5pp | −4.1pp | −14.0pp | −20.5pp |
60 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
