| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VGAS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.8% | −21.4% | +11.9% | +7.1% | −13.8% | −34.6% | +0.0% | — | — | — | — | — | −50.5% | +9.3% | −59.8pp |
| 2025 | −9.5% | +12.2% | −18.9% | +0.6% | +2.7% | −0.6% | −14.5% | −1.4% | +5.2% | +8.9% | −21.1% | −21.4% | −49.3% | +17.7% | −67.0pp |
| 2024 | +12.7% | +59.8% | −5.9% | +22.5% | −3.1% | −12.8% | +5.3% | −8.0% | −0.5% | +5.0% | +1.9% | −4.8% | +72.2% | +24.9% | +47.4pp |
| 2023 · part | — | — | — | −22.8% | +123.2% | −44.5% | −16.4% | −22.2% | −10.9% | +11.4% | −34.8% | −13.9% | −65.3% | +26.2% | −91.5pp |
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. VGAS 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 ⓘ | 3 | 3 | 3 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 33% | 67% | 33% | 75% | 50% | 0% | 25% | 0% | 33% | 100% | 33% | 0% |
| Median | −6.8% | +12.2% | −5.9% | +3.8% | −0.2% | −23.7% | −7.3% | −8.0% | −0.5% | +8.9% | −21.1% | −13.9% |
| Best | +12.7% | +59.8% | +11.9% | +22.5% | +123.2% | −0.6% | +5.3% | −1.4% | +5.2% | +11.4% | +1.9% | −4.8% |
| Worst | −9.5% | −21.4% | −18.9% | −22.8% | −13.8% | −44.5% | −16.4% | −22.2% | −10.9% | +5.0% | −34.8% | −21.4% |
| vs SPY ⓘ | −8.3pp | +13.5pp | −9.2pp | −1.0pp | −5.9pp | −25.0pp | −8.1pp | −10.4pp | −2.6pp | +6.5pp | −21.3pp | −18.4pp |
40 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
