| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VCLN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.5% | +0.1% | −0.5% | +13.2% | +11.8% | −11.8% | −15.7% | — | — | — | — | — | +3.5% | +7.5% | −4.1pp |
| 2025 | +1.8% | −3.2% | +0.8% | +2.0% | +8.6% | +5.8% | +6.0% | +10.4% | +5.1% | +7.9% | +2.6% | −1.8% | +55.8% | +17.7% | +38.0pp |
| 2024 | −8.9% | +0.4% | +4.7% | −1.8% | +15.8% | −11.3% | +7.1% | +1.2% | +4.6% | −8.4% | +1.8% | −8.5% | −6.7% | +24.9% | −31.6pp |
| 2023 | +4.8% | −5.4% | +1.3% | −5.0% | −2.6% | +2.0% | −0.3% | −11.0% | −8.3% | −8.3% | +9.5% | +6.6% | −17.5% | +26.2% | −43.7pp |
| 2022 | −11.9% | +7.4% | +3.8% | −11.4% | +4.9% | −7.1% | +19.3% | −0.6% | −12.9% | +1.6% | +10.0% | −6.0% | −7.9% | −18.2% | +10.3pp |
| 2021 · part | — | — | — | — | — | — | — | — | −6.0% | +14.8% | −7.0% | −7.0% | −6.7% | +28.7% | −35.5pp |
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. VCLN 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.
