| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TIL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −35.8% | +26.1% | −7.4% | −3.2% | +1.1% | −4.7% | −6.1% | — | — | — | — | — | −34.4% | +7.5% | −41.9pp |
| 2025 | +16.6% | −9.7% | −13.6% | −26.0% | +109.7% | −22.7% | +15.2% | +12.5% | −33.9% | −1.2% | −27.7% | −13.8% | −42.4% | +17.7% | −60.1pp |
| 2024 | +54.9% | +1.0% | −9.4% | +0.2% | −1.2% | −3.7% | +18.4% | +14.5% | +382.6% | −52.8% | −15.3% | −29.1% | +150.5% | +24.9% | +125.6pp |
| 2023 | +29.2% | −4.5% | −15.0% | −1.1% | −8.2% | −8.2% | −0.9% | −17.4% | −5.1% | −13.3% | −8.7% | +12.5% | −39.5% | +26.2% | −65.7pp |
| 2022 | −32.1% | −7.6% | +0.2% | −34.2% | −15.1% | −23.1% | +22.1% | −7.8% | −6.9% | −31.8% | −59.7% | −52.6% | −96.3% | −18.2% | −78.1pp |
| 2021 | — | — | +527.0% | −18.1% | −13.3% | +8.5% | −22.1% | +25.2% | −5.2% | +14.0% | +7.9% | −22.2% | +327.8% | +28.7% | +299.0pp |
| 2018 · part | −4.8% | −3.3% | −0.0% | −1.5% | +0.0% | — | — | — | — | — | — | — | −9.4% | −4.6% | −4.8pp |
| 2017 | −2.9% | −0.7% | −2.5% | −0.3% | −0.8% | +2.3% | +1.2% | −2.5% | −8.4% | +8.6% | +19.6% | −6.1% | +5.1% | +21.7% | −16.6pp |
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. TIL 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.
