| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OVZON.ST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +28.5% | +9.5% | −10.0% | +0.2% | +23.8% | −34.4% | −13.4% | — | — | — | — | — | −10.7% | +7.5% | −18.2pp |
| 2025 | +11.0% | +3.2% | +36.0% | −6.2% | +56.0% | +15.1% | −6.9% | −12.1% | +4.6% | −15.3% | −3.8% | +36.3% | +149.1% | +17.7% | +131.4pp |
| 2024 | −31.2% | +3.8% | +28.8% | +5.1% | +38.4% | −2.7% | +16.6% | −13.9% | −18.0% | −20.8% | +13.8% | +22.3% | +18.2% | +24.9% | −6.7pp |
| 2023 | −7.8% | −20.3% | −10.6% | −2.5% | −5.3% | −30.1% | −4.7% | −14.5% | +12.7% | −65.0% | −1.0% | +126.6% | −69.4% | +26.2% | −95.6pp |
| 2022 | — | — | — | −22.1% | +2.3% | −10.9% | −4.0% | +11.7% | −21.7% | +6.8% | +0.0% | +44.0% | −8.3% | −18.2% | +9.9pp |
| 2021 | +27.7% | −18.5% | −3.2% | +10.4% | −13.9% | −7.8% | −8.1% | +3.0% | −23.1% | +3.3% | +2.0% | +23.4% | −16.5% | +28.7% | −45.2pp |
| 2020 | +4.6% | −12.4% | −28.8% | +7.6% | −2.1% | +19.1% | −5.3% | +42.2% | −8.5% | −6.6% | −1.6% | +25.3% | +16.0% | +18.3% | −2.3pp |
| 2019 | −28.7% | +12.2% | +9.6% | +29.4% | +17.3% | +3.2% | +30.3% | −11.0% | −0.9% | +4.2% | −9.6% | +4.2% | +55.2% | +31.2% | +24.0pp |
| 2018 · part | — | — | — | — | — | −6.2% | −2.0% | −6.0% | −8.0% | +4.3% | +1.4% | +1.4% | −14.8% | −4.6% | −10.2pp |
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. OVZON.ST 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.
