| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TRYIY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +13.0% | +16.3% | −16.7% | +1.0% | +3.4% | −6.4% | +2.8% | — | — | — | — | — | +10.1% | +7.5% | +2.6pp |
| 2025 | +9.6% | −3.9% | +3.4% | −7.1% | +9.0% | −1.1% | +1.0% | −2.8% | −5.1% | −4.0% | +6.7% | +0.1% | +4.0% | +17.7% | −13.7pp |
| 2024 | −4.1% | −7.2% | +4.6% | −5.5% | +10.0% | −4.8% | +11.1% | −2.8% | +15.9% | −7.8% | +17.6% | −1.1% | +23.5% | +24.9% | −1.4pp |
| 2023 | +8.8% | −6.6% | +0.3% | −1.4% | −6.8% | +5.9% | +0.5% | −3.6% | −3.6% | −6.0% | +6.5% | −0.7% | −8.0% | +26.2% | −34.1pp |
| 2022 | +4.9% | −7.7% | −9.2% | −9.2% | +9.0% | +8.6% | −2.2% | +3.7% | −13.3% | −1.4% | +11.0% | +4.2% | −5.4% | −18.2% | +12.8pp |
| 2021 | +9.9% | +1.1% | −1.9% | −4.1% | +6.5% | +0.5% | −1.5% | +2.8% | −5.1% | −2.3% | −7.2% | +2.2% | −0.5% | +28.7% | −29.2pp |
| 2020 | −2.9% | −13.1% | −24.9% | +7.9% | +5.5% | −3.8% | −8.1% | +10.4% | −3.5% | −1.0% | +19.5% | +10.1% | −11.6% | +18.3% | −30.0pp |
| 2019 | +4.5% | −6.1% | −8.4% | +7.2% | +0.2% | +11.2% | −9.4% | +3.0% | +4.9% | −5.5% | −6.1% | +2.1% | −4.8% | +31.2% | −36.1pp |
| 2018 | +5.9% | +1.3% | −5.9% | −1.8% | −12.8% | −3.5% | −1.6% | −3.5% | −0.0% | −5.7% | +11.0% | −9.5% | −25.0% | −4.6% | −20.4pp |
| 2017 | +7.3% | +3.6% | −0.9% | −0.3% | −5.4% | +0.5% | +7.6% | +5.4% | +4.7% | +1.3% | −5.5% | −1.4% | +17.1% | +21.7% | −4.6pp |
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. TRYIY 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.
