| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VEEV | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −8.7% | −10.7% | −3.5% | −11.2% | +11.8% | +1.8% | +17.2% | — | — | — | — | — | −6.9% | +7.5% | −14.4pp |
| 2025 | +10.9% | −3.9% | +3.3% | +0.9% | +19.7% | +3.0% | −1.3% | −5.3% | +10.7% | −2.3% | −17.5% | −7.1% | +6.2% | +17.7% | −11.5pp |
| 2024 | +7.7% | +8.7% | +2.7% | −14.3% | −12.2% | +5.0% | +4.9% | +12.8% | −3.0% | −0.5% | +9.1% | −7.7% | +9.2% | +24.9% | −15.7pp |
| 2023 | +5.7% | −2.9% | +10.9% | −2.6% | −7.5% | +19.3% | +3.3% | +2.2% | −2.5% | −5.3% | −9.5% | +10.4% | +19.3% | +26.2% | −6.9pp |
| 2022 | −7.4% | −3.2% | −7.2% | −14.4% | −6.4% | +16.3% | +12.9% | −10.9% | −17.3% | +1.9% | +13.4% | −15.2% | −36.8% | −18.2% | −18.7pp |
| 2021 | +1.5% | +1.3% | −6.7% | +8.1% | +3.1% | +6.7% | +7.0% | −0.2% | −13.2% | +10.0% | −10.9% | −9.6% | −6.2% | +28.7% | −34.9pp |
| 2020 | +4.2% | −3.2% | +10.1% | +22.0% | +14.7% | +7.1% | +12.9% | +6.7% | −0.4% | −4.0% | +2.5% | −1.7% | +93.6% | +18.3% | +75.2pp |
| 2019 | +22.1% | +8.1% | +7.6% | +10.3% | +10.3% | +5.1% | +2.3% | −3.3% | −4.8% | −7.1% | +5.2% | −5.7% | +57.5% | +31.2% | +26.3pp |
| 2018 | +13.7% | +10.9% | +4.8% | −4.0% | +10.3% | −0.6% | −1.6% | +38.0% | +4.3% | −16.1% | +5.3% | −7.1% | +61.6% | −4.6% | +66.1pp |
| 2017 | +4.0% | +3.2% | +17.4% | +4.6% | +18.5% | −3.5% | +4.0% | −6.7% | −5.2% | +8.0% | −1.2% | −8.2% | +35.8% | +21.7% | +14.1pp |
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. VEEV 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 ⓘ | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 12 | 12 | 12 | 13 | 13 |
| Positive ⓘ | 69% | 62% | 62% | 54% | 77% | 85% | 69% | 50% | 25% | 42% | 69% | 8% |
| Median | +4.2% | +1.3% | +3.1% | +0.9% | +10.3% | +5.0% | +4.0% | +1.0% | −3.9% | −1.4% | +5.2% | −7.7% |
| Best | +22.1% | +11.0% | +17.4% | +22.0% | +19.8% | +21.4% | +17.2% | +38.0% | +10.7% | +10.0% | +19.6% | +10.4% |
| Worst | −16.5% | −10.7% | −24.4% | −28.1% | −12.2% | −3.5% | −6.5% | −10.9% | −17.3% | −16.1% | −17.5% | −20.7% |
| vs SPY ⓘ | +2.6pp | +0.9pp | +1.4pp | +1.8pp | +6.8pp | +3.2pp | +1.9pp | +1.0pp | −4.9pp | −2.3pp | +1.6pp | −8.6pp |
153 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
