| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PMVP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −13.6% | +57.4% | −27.1% | +12.1% | −13.7% | +11.7% | −15.7% | — | — | — | — | — | −9.6% | +9.3% | −18.9pp |
| 2025 | −6.0% | −3.5% | −20.4% | −9.2% | −11.3% | +20.7% | +34.0% | −1.4% | +0.0% | +0.7% | −6.4% | −5.3% | −17.2% | +17.7% | −34.9pp |
| 2024 | −43.2% | +5.1% | −8.1% | +5.9% | +1.1% | −11.0% | +2.5% | −5.4% | −5.1% | +9.4% | −0.6% | −6.8% | −51.3% | +24.9% | −76.2pp |
| 2023 | −5.7% | −12.1% | −33.8% | −3.4% | +16.1% | +17.0% | +4.5% | +10.4% | −15.0% | −75.4% | +51.7% | +35.4% | −64.4% | +26.2% | −90.5pp |
| 2022 | −30.5% | −1.4% | +31.4% | −30.4% | −18.8% | +21.2% | +4.9% | −6.9% | −14.5% | +3.4% | −18.9% | −12.8% | −62.3% | −18.2% | −44.2pp |
| 2021 · part | — | — | −12.6% | +2.6% | +2.0% | −0.7% | −0.4% | −10.8% | −1.8% | −20.7% | −7.9% | +6.2% | −38.6% | +28.7% | −67.3pp |
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. PMVP 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 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 0% | 40% | 17% | 50% | 50% | 67% | 67% | 20% | 0% | 60% | 20% | 40% |
| Median | −13.6% | −1.4% | −16.5% | −0.4% | −5.1% | +14.3% | +3.5% | −5.4% | −5.1% | +0.7% | −6.4% | −5.3% |
| Best | −5.7% | +57.4% | +31.4% | +12.1% | +16.1% | +21.2% | +34.0% | +10.4% | +0.0% | +9.4% | +51.7% | +35.4% |
| Worst | −43.2% | −12.1% | −33.8% | −30.4% | −18.8% | −11.0% | −15.7% | −10.8% | −15.0% | −75.4% | −18.9% | −12.8% |
| vs SPY ⓘ | −15.1pp | −0.1pp | −16.0pp | −3.8pp | −10.8pp | +11.6pp | −0.8pp | −3.5pp | −5.3pp | −4.7pp | −6.6pp | −4.4pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
