| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SUPV | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.3% | −23.3% | +0.7% | −12.7% | +18.3% | −0.8% | −2.7% | — | — | — | — | — | −20.5% | +7.5% | −28.0pp |
| 2025 | +8.9% | −19.2% | −1.7% | +14.9% | −12.1% | −18.7% | −2.4% | −24.2% | −36.9% | +150.9% | −9.5% | +5.2% | −20.7% | +17.7% | −38.5pp |
| 2024 | +7.6% | −0.5% | +31.3% | +10.9% | +17.2% | −6.4% | −7.4% | +16.9% | −3.1% | +28.0% | +31.1% | +26.7% | +281.4% | +24.9% | +256.5pp |
| 2023 | +28.2% | +4.7% | −22.4% | −0.9% | +0.4% | +38.8% | +1.9% | −3.2% | −27.7% | −19.4% | +90.5% | +19.1% | +88.0% | +26.2% | +61.8pp |
| 2022 | +0.0% | −4.6% | +8.6% | −11.4% | +4.9% | −26.9% | +26.5% | +4.7% | −2.8% | +6.3% | −5.4% | +22.7% | +11.8% | −18.2% | +29.9pp |
| 2021 | −18.4% | +9.2% | −8.5% | +2.3% | +12.5% | +5.6% | −5.8% | +29.2% | −10.7% | −3.1% | −11.0% | +0.5% | −6.6% | +28.7% | −35.3pp |
| 2020 | −21.5% | −7.3% | −41.8% | +8.3% | +18.5% | +11.7% | +30.9% | −10.8% | −29.6% | −5.5% | +11.7% | +11.0% | −41.5% | +18.3% | −59.8pp |
| 2019 | +20.9% | −15.0% | −31.8% | −16.4% | +16.6% | +34.9% | −2.3% | −68.1% | +30.5% | −15.3% | +2.9% | +31.4% | −57.0% | +31.2% | −88.2pp |
| 2018 | +9.0% | −3.9% | −1.2% | −7.9% | −38.2% | −38.4% | +27.7% | −49.4% | +12.1% | +8.7% | +4.6% | −0.5% | −70.2% | −4.6% | −65.7pp |
| 2017 | +12.1% | +4.1% | +10.8% | −0.1% | +1.4% | +5.6% | −0.6% | +14.0% | +20.9% | +8.6% | −1.9% | +11.5% | +125.1% | +21.7% | +103.4pp |
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. SUPV 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 11 | 11 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 70% | 30% | 40% | 40% | 80% | 55% | 45% | 50% | 40% | 60% | 50% | 80% |
| Median | +8.3% | −4.3% | −1.5% | −0.5% | +8.7% | +5.6% | −0.6% | +0.3% | −3.0% | +4.4% | +0.5% | +11.2% |
| Best | +28.2% | +9.2% | +31.3% | +14.9% | +18.5% | +38.8% | +30.9% | +29.2% | +30.5% | +150.9% | +90.5% | +31.4% |
| Worst | −21.5% | −23.3% | −41.8% | −16.4% | −38.2% | −38.4% | −7.4% | −68.1% | −36.9% | −19.4% | −11.0% | −7.6% |
| vs SPY ⓘ | +5.7pp | −1.0pp | +2.7pp | −2.8pp | +8.2pp | +3.4pp | −1.3pp | +1.1pp | +0.0pp | +1.2pp | −2.8pp | +9.3pp |
122 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
