| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OVBC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.5% | +3.6% | +2.9% | +2.0% | +8.0% | −9.6% | −4.1% | — | — | — | — | — | +5.4% | +7.5% | −2.2pp |
| 2025 | −0.5% | +32.1% | −17.3% | +39.1% | −7.9% | −2.9% | +0.7% | +14.8% | −0.1% | −4.7% | +10.8% | +3.1% | +70.0% | +17.7% | +52.2pp |
| 2024 | +5.5% | +4.0% | −2.2% | −3.0% | −0.8% | −14.2% | +22.4% | +1.1% | −1.1% | +0.1% | +13.0% | −10.9% | +9.3% | +24.9% | −15.6pp |
| 2023 | −0.5% | −0.1% | −10.1% | −0.9% | +5.8% | +2.3% | −0.2% | −0.9% | +0.0% | +0.5% | −3.0% | −1.8% | −9.3% | +26.2% | −35.4pp |
| 2022 | +0.4% | +1.1% | +0.9% | +1.9% | +1.2% | −1.7% | −2.1% | −0.3% | −4.9% | −5.8% | +0.0% | +1.6% | −7.8% | −18.2% | +10.3pp |
| 2021 | −8.1% | +13.0% | −0.0% | −7.0% | +4.7% | +4.3% | +1.8% | +9.4% | −0.9% | +5.0% | +2.1% | +4.2% | +30.1% | +28.7% | +1.3pp |
| 2020 | −16.1% | −15.9% | +7.8% | −15.2% | −0.6% | −10.0% | −11.7% | +15.7% | −9.4% | +4.7% | +7.7% | +2.4% | −38.3% | +18.3% | −56.6pp |
| 2019 | +2.0% | +1.8% | −1.0% | +4.5% | −3.4% | +6.3% | −6.0% | −10.7% | +13.3% | +1.3% | +2.5% | +5.2% | +14.5% | +31.2% | −16.7pp |
| 2018 | +2.2% | −4.7% | +6.9% | +9.3% | +7.6% | +7.0% | −6.4% | −13.8% | −13.0% | −4.1% | +6.3% | −4.7% | −10.6% | −4.6% | −6.1pp |
| 2017 | +3.7% | +1.9% | −0.3% | +2.3% | +18.2% | +5.6% | −5.6% | −2.8% | +10.6% | −1.6% | +11.5% | +1.8% | +52.5% | +21.7% | +30.8pp |
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. OVBC 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 48% | 71% | 43% | 62% | 62% | 43% | 57% | 38% | 29% | 62% | 86% | 67% |
| Median | +0.0% | +1.8% | −0.3% | +1.7% | +1.2% | −0.4% | +0.7% | −0.3% | −1.1% | +0.5% | +2.5% | +1.2% |
| Best | +5.8% | +32.1% | +7.8% | +39.1% | +18.2% | +27.6% | +30.4% | +15.7% | +13.3% | +9.5% | +13.0% | +12.2% |
| Worst | −16.1% | −15.9% | −17.3% | −15.2% | −7.9% | −18.8% | −11.7% | −13.8% | −13.0% | −15.7% | −3.0% | −10.9% |
| vs SPY ⓘ | −2.4pp | +0.8pp | −2.8pp | −1.0pp | +2.5pp | −0.7pp | −1.8pp | −1.8pp | −0.2pp | −1.0pp | +2.9pp | +0.6pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
