| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PVLA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −26.7% | +76.1% | −7.7% | +2.9% | −11.2% | +34.1% | −1.7% | — | — | — | — | — | +43.5% | +7.5% | +35.9pp |
| 2025 | +8.3% | +49.0% | +44.5% | −13.3% | −0.6% | −6.6% | +62.3% | +48.0% | +15.8% | +27.4% | +28.7% | +1.8% | +772.3% | +17.7% | +754.5pp |
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. PVLA 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | 1 |
| Positive ⓘ | 50% | 100% | 50% | 50% | 0% | 50% | 50% | 100% | 100% | 100% | 100% | 100% |
| Median | −9.2% | +62.5% | +18.4% | −5.2% | −5.9% | +13.7% | +30.3% | +48.0% | +15.8% | +27.4% | +28.7% | +1.8% |
| Best | +8.3% | +76.1% | +44.5% | +2.9% | −0.6% | +34.1% | +62.3% | +48.0% | +15.8% | +27.4% | +28.7% | +1.8% |
| Worst | −26.7% | +49.0% | −7.7% | −13.3% | −11.2% | −6.6% | −1.7% | +48.0% | +15.8% | +27.4% | +28.7% | +1.8% |
| vs SPY ⓘ | −11.3pp | +63.6pp | +23.7pp | −10.0pp | −11.7pp | +11.7pp | +30.3pp | +46.0pp | +12.2pp | +25.0pp | +28.5pp | +1.7pp |
19 monthly observations across 2025–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
