| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VIA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −19.9% | −26.1% | −12.7% | +1.4% | −1.6% | +21.2% | +10.7% | — | — | — | — | — | −30.7% | +9.3% | −40.1pp |
| 2025 | — | — | — | — | — | — | — | — | +337.3% | +11.1% | −34.8% | −16.7% | +163.8% | +17.7% | +146.1pp |
| 2024 · part | +12.9% | +2.2% | −0.3% | +0.7% | −2.2% | +3.2% | — | — | — | — | — | — | +17.0% | +24.9% | −7.9pp |
| 2023 | +31.3% | −12.7% | +213.7% | −43.7% | +1.6% | −33.8% | +17.4% | +7.6% | −16.4% | −23.0% | +60.8% | +3.3% | +84.0% | +26.2% | +57.8pp |
| 2022 | +0.1% | −2.5% | −26.1% | −13.3% | +18.6% | −9.6% | +6.0% | +5.0% | −19.0% | +1.2% | −7.6% | −20.9% | −55.3% | −18.2% | −37.1pp |
| 2021 · part | — | — | — | — | — | — | — | — | −9.0% | +9.4% | +0.2% | +2.3% | +2.1% | +28.7% | −26.7pp |
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. VIA is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 2 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 75% | 25% | 25% | 50% | 50% | 50% | 100% | 100% | 25% | 75% | 50% | 50% |
| Median | +6.5% | −7.6% | −6.5% | −6.3% | +0.0% | −3.2% | +10.7% | +6.3% | −12.7% | +5.3% | −3.7% | −7.2% |
| Best | +31.3% | +2.2% | +213.7% | +1.4% | +18.6% | +21.2% | +17.4% | +7.6% | +337.3% | +11.1% | +60.8% | +3.3% |
| Worst | −19.9% | −26.1% | −26.1% | −43.7% | −2.2% | −33.8% | +6.0% | +5.0% | −19.0% | −23.0% | −34.8% | −20.9% |
| vs SPY ⓘ | +8.3pp | −6.6pp | −5.6pp | −6.8pp | −2.8pp | −0.8pp | +11.4pp | +9.2pp | −7.1pp | −2.3pp | −6.1pp | −8.7pp |
45 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
