| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VERI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −23.2% | −21.0% | −30.1% | +4.1% | +3.4% | −35.4% | −27.1% | — | — | — | — | — | −78.5% | +7.5% | −86.1pp |
| 2025 | −7.0% | −9.5% | −15.8% | −12.3% | −23.0% | −19.7% | +76.2% | +37.4% | +58.0% | +29.9% | −30.4% | +6.7% | +41.8% | +17.7% | +24.0pp |
| 2024 | −8.8% | +38.8% | +129.7% | −37.8% | −9.8% | −23.4% | +16.4% | +17.9% | +15.8% | −9.5% | −18.8% | +24.2% | +81.2% | +24.9% | +56.3pp |
| 2023 | +59.4% | −16.1% | −17.8% | −18.4% | −17.2% | −0.5% | +17.7% | −33.5% | −16.0% | −2.7% | −17.5% | −12.6% | −65.8% | +26.2% | −92.0pp |
| 2022 | −29.8% | +6.8% | +8.6% | −40.8% | −28.2% | −16.1% | +7.7% | +4.6% | −23.4% | +31.6% | −9.0% | −21.4% | −76.4% | −18.2% | −58.2pp |
| 2021 | +38.0% | −8.2% | −33.5% | +0.6% | −20.5% | +2.8% | +4.9% | +0.9% | +14.5% | +25.2% | −14.3% | −12.3% | −21.0% | +28.7% | −49.7pp |
| 2020 | −10.0% | +19.6% | −13.1% | +120.6% | +65.2% | +75.0% | −23.8% | −26.9% | +10.8% | +2.4% | +183.7% | +6.9% | +1042.6% | +18.3% | +1024.2pp |
| 2019 | +40.3% | +15.8% | −15.7% | +19.0% | +42.8% | −5.4% | −17.0% | −34.6% | −21.4% | −27.2% | +16.2% | −17.5% | −34.5% | +31.2% | −65.7pp |
| 2018 | −23.5% | −21.4% | −0.2% | +48.8% | −1.5% | −17.5% | −11.2% | −30.1% | −0.1% | −33.8% | −14.3% | −35.7% | −83.6% | −4.6% | −79.1pp |
| 2017 · part | — | — | — | — | — | −10.3% | −21.9% | +70.1% | +192.1% | −21.9% | −32.5% | −3.2% | +77.8% | +21.7% | +56.1pp |
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. VERI 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 ⓘ | 9 | 9 | 9 | 9 | 9 | 10 | 10 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 33% | 44% | 22% | 56% | 33% | 20% | 50% | 56% | 56% | 44% | 22% | 33% |
| Median | −8.8% | −8.2% | −15.7% | +0.6% | −9.8% | −13.2% | −3.2% | +0.9% | +10.8% | −2.7% | −14.3% | −12.3% |
| Best | +59.4% | +38.8% | +129.7% | +120.6% | +65.2% | +75.0% | +76.2% | +70.1% | +192.1% | +31.6% | +183.7% | +24.2% |
| Worst | −29.8% | −21.4% | −33.5% | −40.8% | −28.2% | −35.4% | −27.1% | −34.6% | −23.4% | −33.8% | −32.5% | −35.7% |
| vs SPY ⓘ | −10.0pp | −8.2pp | −10.2pp | −6.4pp | −14.8pp | −11.6pp | −8.2pp | −2.1pp | +13.7pp | −0.5pp | −16.2pp | −15.6pp |
110 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
