| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VGZ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +13.2% | +25.6% | −30.0% | +10.2% | +11.6% | −20.7% | −10.5% | — | — | — | — | — | −13.2% | +7.5% | −20.7pp |
| 2025 | +14.7% | −2.3% | +32.5% | +19.6% | +19.2% | −16.9% | −5.1% | +32.3% | +73.2% | −21.6% | +18.0% | +0.0% | +253.0% | +17.7% | +235.3pp |
| 2024 | −20.3% | −4.6% | +64.3% | −12.0% | +1.4% | −7.7% | +17.2% | +13.0% | +26.0% | −16.3% | −6.2% | −8.5% | +23.5% | +24.9% | −1.4pp |
| 2023 | +25.2% | −14.9% | +13.8% | +8.3% | −7.7% | −13.3% | +0.0% | −6.3% | −11.7% | −14.1% | +13.2% | +8.1% | −8.7% | +26.2% | −34.9pp |
| 2022 | −1.5% | +22.3% | +22.8% | −17.1% | −8.0% | −15.0% | −2.9% | −10.9% | −9.9% | +3.6% | +5.6% | −14.6% | −30.3% | −18.2% | −12.1pp |
| 2021 | −9.3% | −5.1% | +14.0% | +0.0% | +7.5% | +7.9% | −26.0% | −12.1% | −9.5% | +3.5% | −3.1% | −2.3% | −34.3% | +28.7% | −63.0pp |
| 2020 · part | — | — | — | — | — | — | +36.9% | +7.8% | −12.1% | −3.7% | −6.7% | +10.2% | +28.6% | +18.3% | +10.2pp |
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. VGZ 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 ⓘ | 50% | 33% | 83% | 50% | 67% | 17% | 29% | 50% | 33% | 33% | 50% | 33% |
| Median | +5.8% | −3.5% | +18.4% | +4.2% | +4.5% | −14.2% | −2.9% | +0.7% | −9.7% | −8.9% | +1.2% | −1.1% |
| Best | +25.2% | +25.6% | +64.3% | +19.6% | +19.2% | +7.9% | +36.9% | +32.3% | +73.2% | +3.6% | +18.0% | +10.2% |
| Worst | −20.3% | −14.9% | −30.0% | −17.1% | −8.0% | −20.7% | −26.0% | −12.1% | −12.1% | −21.6% | −6.7% | −14.6% |
| vs SPY ⓘ | +7.7pp | −4.5pp | +14.6pp | −2.8pp | +1.3pp | −15.5pp | −7.4pp | −1.9pp | −2.7pp | −8.2pp | −1.1pp | −3.1pp |
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.
