| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VANI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +13.0% | −11.5% | −18.7% | +34.0% | −1.5% | −6.1% | +1.6% | — | — | — | — | — | +2.4% | +7.5% | −5.1pp |
| 2025 | +2.6% | −6.7% | −5.4% | −1.9% | +22.3% | +2.4% | +3.9% | −14.2% | +22.6% | +14.2% | −15.5% | −9.6% | +6.0% | +17.7% | −11.7pp |
| 2024 | −1.0% | +317.8% | −56.2% | −12.4% | +0.6% | −22.7% | −2.4% | +6.5% | −10.7% | +12.0% | +9.9% | −19.4% | +13.7% | +24.9% | −11.2pp |
| 2023 | +41.2% | −8.3% | −9.1% | +11.0% | +18.0% | −7.6% | +4.1% | −26.6% | +10.3% | +2.0% | −8.7% | +7.4% | +20.0% | +26.2% | −6.1pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | −20.6% | −22.7% | −39.3% | −62.7% | −18.2% | −44.6pp |
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. VANI 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 4 | 4 | 4 |
| Positive ⓘ | 75% | 25% | 0% | 50% | 75% | 25% | 75% | 33% | 67% | 75% | 25% | 25% |
| Median | +7.8% | −7.5% | −13.9% | +4.5% | +9.3% | −6.8% | +2.7% | −14.2% | +10.3% | +7.0% | −12.1% | −14.5% |
| Best | +41.2% | +317.8% | −5.4% | +34.0% | +22.3% | +2.4% | +4.1% | +6.5% | +22.6% | +14.2% | +9.9% | +7.4% |
| Worst | −1.0% | −11.5% | −56.2% | −12.4% | −1.5% | −22.7% | −2.4% | −26.6% | −10.7% | −20.6% | −22.7% | −39.3% |
| vs SPY ⓘ | +5.7pp | −5.6pp | −13.3pp | +4.2pp | +5.8pp | −9.6pp | +1.2pp | −16.2pp | +15.0pp | +8.0pp | −16.8pp | −13.3pp |
46 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
