| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | QYLG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.4% | −1.3% | −3.1% | +10.9% | +6.1% | +1.2% | −8.6% | — | — | — | — | — | +5.5% | +7.5% | −2.0pp |
| 2025 | +2.4% | −2.7% | −6.7% | +0.3% | +5.4% | +4.8% | +1.7% | +0.7% | +4.3% | +4.4% | −0.2% | +0.6% | +15.3% | +17.7% | −2.4pp |
| 2024 | +2.2% | +3.5% | +1.8% | −3.3% | +3.7% | +4.2% | −0.5% | +1.7% | +2.4% | −0.1% | +3.6% | +1.2% | +22.0% | +24.9% | −2.9pp |
| 2023 | +9.3% | −1.1% | +7.6% | +1.1% | +5.4% | +4.0% | +3.4% | −2.0% | −4.2% | −1.0% | +7.3% | +4.5% | +38.7% | +26.2% | +12.6pp |
| 2022 | −6.8% | −3.5% | +5.1% | −10.1% | −3.9% | −5.1% | +8.7% | −5.6% | −9.0% | +4.2% | +4.5% | −6.4% | −26.3% | −18.2% | −8.1pp |
| 2021 · part | — | — | +0.3% | +3.0% | −1.1% | +3.5% | +2.1% | +3.6% | −4.6% | +5.7% | +1.0% | +6.2% | +21.1% | +28.7% | −7.6pp |
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. QYLG 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.
