| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UVSP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.2% | +1.9% | +2.1% | +10.9% | +4.4% | +10.9% | +1.5% | — | — | — | — | — | +37.3% | +9.3% | +27.9pp |
| 2025 | +3.0% | +1.3% | −7.2% | +4.2% | +0.7% | +1.8% | −4.0% | +10.7% | −5.2% | −2.2% | +9.1% | +3.0% | +14.3% | +17.7% | −3.5pp |
| 2024 | −3.6% | −4.7% | +4.0% | +0.2% | +5.5% | +4.7% | +21.1% | +3.8% | −1.1% | −1.1% | +15.0% | −7.1% | +38.8% | +24.9% | +13.9pp |
| 2023 | +3.9% | +4.6% | −15.8% | −15.2% | −10.8% | +2.0% | +7.9% | −6.8% | −3.4% | −4.1% | +14.7% | +16.6% | −12.1% | +26.2% | −38.3pp |
| 2022 | +0.7% | −3.2% | −7.7% | −5.8% | +6.0% | −4.0% | −2.0% | +0.3% | −5.3% | +19.8% | +1.0% | −7.4% | −9.9% | −18.2% | +8.2pp |
| 2021 | +9.1% | +12.9% | +13.7% | −2.3% | +5.1% | −9.6% | +3.8% | −0.3% | +1.1% | +4.8% | −3.3% | +8.5% | +49.6% | +28.7% | +20.9pp |
| 2020 | −7.2% | −5.8% | −29.6% | +8.5% | −7.1% | −0.6% | −5.3% | +5.2% | −9.6% | +10.4% | +15.4% | +12.4% | −20.5% | +18.3% | −38.9pp |
| 2019 | +8.9% | +12.9% | −7.0% | +3.1% | −5.3% | +10.9% | +4.6% | −7.8% | +1.6% | +0.9% | +1.4% | +3.3% | +28.1% | +31.2% | −3.1pp |
| 2018 | −0.2% | −2.1% | +1.8% | +3.8% | +1.2% | −4.8% | −0.7% | +4.4% | −6.5% | −5.6% | +2.2% | −14.7% | −20.8% | −4.6% | −16.2pp |
| 2017 | −8.9% | −1.1% | −6.3% | +17.0% | −9.1% | +9.5% | +1.8% | −4.4% | +10.5% | −8.4% | −4.1% | +0.5% | −6.6% | +21.7% | −28.3pp |
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. UVSP 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 ⓘ | 48% | 43% | 62% | 57% | 52% | 62% | 57% | 52% | 52% | 52% | 57% | 67% |
| Median | −0.2% | −1.2% | +2.3% | +0.6% | +0.7% | +2.0% | +0.3% | +0.3% | +0.4% | +0.9% | +1.2% | +2.9% |
| Best | +23.2% | +12.9% | +29.3% | +19.3% | +6.0% | +10.9% | +33.4% | +21.1% | +28.9% | +19.8% | +20.2% | +16.6% |
| Worst | −28.7% | −21.3% | −29.6% | −15.2% | −10.8% | −18.5% | −14.5% | −19.7% | −9.6% | −16.4% | −15.8% | −14.7% |
| vs SPY ⓘ | −3.5pp | −1.9pp | +1.1pp | −1.0pp | −0.1pp | +0.5pp | −2.9pp | +0.4pp | +1.4pp | −0.2pp | +0.3pp | +1.2pp |
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.
