| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TV | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.4% | −9.8% | −1.4% | −2.1% | −6.7% | +1.9% | +6.3% | — | — | — | — | — | −1.0% | +9.3% | −10.4pp |
| 2025 | +14.3% | +1.6% | −10.3% | +4.0% | +10.0% | +14.7% | +27.9% | −0.4% | −3.6% | −1.9% | +2.7% | +7.4% | +81.5% | +17.7% | +63.8pp |
| 2024 | −9.9% | +13.5% | +7.0% | −8.8% | +17.9% | −16.8% | −21.3% | −8.7% | +28.6% | −2.3% | −19.6% | −16.4% | −40.6% | +24.9% | −65.5pp |
| 2023 | +34.9% | −19.3% | +6.7% | −4.3% | −2.9% | +6.7% | +3.5% | −15.6% | −31.9% | −24.3% | +39.4% | +3.7% | −25.2% | +26.2% | −51.3pp |
| 2022 | +9.2% | +4.3% | +9.7% | −21.1% | +11.7% | −19.9% | −4.4% | −19.1% | −15.0% | −2.4% | +4.0% | −16.5% | −50.9% | −18.2% | −32.7pp |
| 2021 | −8.9% | −1.3% | +19.6% | +39.7% | +5.5% | +10.1% | −5.1% | −3.1% | −16.4% | −7.8% | −9.2% | +2.0% | +14.5% | +28.7% | −14.2pp |
| 2020 | −5.2% | −15.5% | −38.3% | −7.8% | +10.3% | −11.2% | +6.7% | +11.3% | −0.6% | +2.9% | +26.1% | +2.7% | −29.8% | +18.3% | −48.1pp |
| 2019 | −0.6% | −6.6% | −5.3% | −8.3% | −7.5% | −9.1% | +12.7% | −7.0% | +10.6% | +13.0% | −0.7% | +6.9% | −5.8% | +31.2% | −37.1pp |
| 2018 | +10.9% | −17.8% | −6.2% | +12.3% | −6.0% | +13.1% | +4.9% | −9.4% | −1.5% | −18.9% | −5.1% | −7.8% | −32.3% | −4.6% | −27.7pp |
| 2017 | +7.2% | +13.9% | +1.7% | −6.3% | +0.3% | +0.4% | +9.2% | −3.0% | −4.5% | −11.3% | −14.8% | +0.1% | −10.3% | +21.7% | −32.0pp |
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. TV 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 43% | 33% | 62% | 43% | 57% | 52% | 62% | 33% | 38% | 52% | 52% | 67% |
| Median | −2.7% | −2.9% | +3.9% | −1.4% | +3.0% | +0.4% | +3.7% | −3.0% | −3.6% | +1.9% | +0.2% | +1.4% |
| Best | +34.9% | +13.9% | +19.6% | +39.7% | +19.2% | +14.7% | +27.9% | +11.3% | +28.6% | +18.7% | +39.4% | +12.3% |
| Worst | −9.9% | −19.3% | −38.3% | −21.1% | −13.0% | −19.9% | −21.3% | −19.1% | −31.9% | −24.3% | −19.6% | −16.5% |
| vs SPY ⓘ | +0.3pp | −4.1pp | +2.9pp | −3.0pp | +0.7pp | −0.6pp | +0.2pp | −3.3pp | −5.8pp | +1.5pp | −1.6pp | −0.5pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
