| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | V | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −8.2% | −0.3% | −5.6% | +9.1% | −0.8% | +5.1% | +6.8% | — | — | — | — | — | +4.9% | +9.3% | −4.5pp |
| 2025 | +8.2% | +6.3% | −3.4% | −1.4% | +5.9% | −2.8% | −2.7% | +2.0% | −3.0% | −0.2% | −1.7% | +4.9% | +11.8% | +17.7% | −6.0pp |
| 2024 | +5.0% | +3.6% | −1.3% | −3.8% | +1.6% | −3.7% | +1.2% | +4.2% | −0.5% | +5.4% | +8.9% | +0.3% | +22.3% | +24.9% | −2.6pp |
| 2023 | +10.8% | −4.3% | +2.5% | +3.2% | −4.8% | +7.4% | +0.1% | +3.5% | −6.4% | +2.2% | +9.4% | +1.4% | +26.3% | +26.2% | +0.1pp |
| 2022 | +4.4% | −4.3% | +2.6% | −3.9% | −0.3% | −7.2% | +7.7% | −6.2% | −10.6% | +16.6% | +5.0% | −4.3% | −3.4% | −18.2% | +14.8pp |
| 2021 | −11.6% | +10.1% | −0.3% | +10.3% | −2.5% | +2.9% | +5.4% | −6.9% | −2.8% | −4.9% | −8.3% | +11.8% | −0.3% | +28.7% | −29.0pp |
| 2020 | +5.9% | −8.5% | −11.4% | +10.9% | +9.4% | −1.1% | −1.4% | +11.5% | −5.7% | −9.1% | +15.9% | +4.0% | +17.1% | +18.3% | −1.2pp |
| 2019 | +2.3% | +9.9% | +5.4% | +5.3% | −1.7% | +7.6% | +2.6% | +1.7% | −4.9% | +4.0% | +3.3% | +1.8% | +43.3% | +31.2% | +12.1pp |
| 2018 | +9.0% | −0.9% | −2.7% | +6.1% | +3.2% | +1.3% | +3.2% | +7.6% | +2.2% | −8.2% | +3.0% | −6.9% | +16.5% | −4.6% | +21.1pp |
| 2017 | +6.0% | +6.5% | +1.1% | +2.6% | +4.6% | −1.5% | +6.2% | +4.1% | +1.7% | +4.5% | +2.6% | +1.3% | +47.2% | +21.7% | +25.5pp |
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. V 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 ⓘ | 18 | 18 | 18 | 19 | 19 | 19 | 19 | 18 | 18 | 18 | 18 | 18 |
| Positive ⓘ | 50% | 67% | 50% | 68% | 63% | 42% | 79% | 72% | 39% | 67% | 72% | 72% |
| Median | +0.8% | +4.5% | +0.2% | +3.2% | +3.2% | −1.5% | +3.2% | +2.5% | −2.4% | +3.7% | +3.5% | +1.3% |
| Best | +10.8% | +15.9% | +7.1% | +33.8% | +9.4% | +7.6% | +12.2% | +11.5% | +9.6% | +16.6% | +15.9% | +11.8% |
| Worst | −11.6% | −8.5% | −11.4% | −6.1% | −19.6% | −8.0% | −10.1% | −6.9% | −19.1% | −9.8% | −8.3% | −6.9% |
| vs SPY ⓘ | +0.7pp | +1.0pp | −0.9pp | +1.2pp | +0.7pp | +0.6pp | +0.0pp | +2.2pp | −0.8pp | +2.0pp | +0.8pp | +0.9pp |
220 monthly observations across 2008–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
