| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VCR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.3% | −3.7% | −6.4% | +9.6% | +2.1% | −1.1% | −3.9% | — | — | — | — | — | −2.9% | +9.3% | −12.3pp |
| 2025 | +4.0% | −8.2% | −9.0% | +0.0% | +9.3% | +2.0% | +2.0% | +4.4% | +2.8% | −0.2% | −1.2% | +1.0% | +5.8% | +17.7% | −12.0pp |
| 2024 | −4.0% | +8.0% | +0.8% | −5.3% | +1.2% | +2.8% | +3.2% | −0.5% | +6.5% | −2.2% | +12.9% | −0.0% | +24.3% | +24.9% | −0.6pp |
| 2023 | +15.5% | −2.2% | +2.4% | −0.8% | +1.0% | +12.0% | +3.4% | −2.0% | −5.9% | −5.2% | +11.4% | +7.2% | +40.4% | +26.2% | +14.2pp |
| 2022 | −9.8% | −3.6% | +3.1% | −11.5% | −5.1% | −11.1% | +18.1% | −4.2% | −8.5% | +2.4% | +2.4% | −10.9% | −35.1% | −18.2% | −17.0pp |
| 2021 | +2.9% | +0.1% | +4.2% | +6.3% | −2.9% | +3.1% | +0.3% | +1.9% | −2.9% | +9.3% | +0.8% | −0.1% | +24.9% | +28.7% | −3.9pp |
| 2020 · part | — | — | — | — | — | — | +9.2% | +12.9% | −3.3% | −2.3% | +14.1% | +5.2% | +39.8% | +18.3% | +21.5pp |
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. VCR 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 67% | 33% | 67% | 50% | 67% | 67% | 86% | 50% | 33% | 33% | 83% | 50% |
| Median | +2.1% | −2.9% | +1.6% | −0.4% | +1.1% | +2.4% | +3.2% | +0.7% | −3.1% | −1.2% | +6.9% | +0.5% |
| Best | +15.5% | +8.0% | +4.2% | +9.6% | +9.3% | +12.0% | +18.1% | +12.9% | +6.5% | +9.3% | +14.1% | +7.2% |
| Worst | −9.8% | −8.2% | −9.0% | −11.5% | −5.1% | −11.1% | −3.9% | −4.2% | −8.5% | −5.2% | −1.2% | −10.9% |
| vs SPY ⓘ | +0.6pp | −1.7pp | −1.4pp | −1.1pp | −3.4pp | −0.4pp | +0.1pp | −0.3pp | +0.6pp | −1.9pp | +2.0pp | +1.2pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
