| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VIOT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −27.7% | −4.5% | −12.6% | −6.4% | −0.6% | −19.6% | −3.1% | — | — | — | — | — | −56.3% | +9.3% | −65.6pp |
| 2025 | −11.0% | +20.0% | +0.0% | −12.8% | +1.8% | −2.5% | +141.7% | +10.4% | −4.6% | −6.3% | −20.4% | −26.1% | +29.7% | +17.7% | +12.0pp |
| 2024 | −19.7% | −21.6% | −14.3% | +31.5% | +11.3% | +17.9% | +4.7% | +55.9% | +2.0% | −16.8% | +29.5% | −12.6% | +46.0% | +24.9% | +21.1pp |
| 2023 | +36.4% | −29.5% | +0.0% | −12.6% | −4.4% | +4.7% | +15.6% | −18.2% | +18.7% | −7.8% | −0.1% | +7.5% | −6.5% | +26.2% | −32.7pp |
| 2022 | −15.3% | −5.4% | −10.3% | −9.8% | −1.9% | +11.7% | −3.5% | −21.7% | −4.6% | −30.6% | +6.1% | +17.3% | −55.8% | −18.2% | −37.6pp |
| 2021 | +45.2% | +38.8% | −13.3% | −13.4% | +4.6% | +4.2% | −34.3% | −9.0% | −10.2% | −3.3% | −31.3% | −20.1% | −53.0% | +28.7% | −81.7pp |
| 2020 | −10.2% | −13.3% | −30.5% | +38.9% | −14.4% | +2.5% | +21.5% | −4.3% | −1.8% | −5.6% | −0.7% | −9.2% | −35.9% | +18.3% | −54.3pp |
| 2019 | +0.5% | +45.3% | −1.9% | +24.4% | −38.6% | −4.0% | +16.8% | −9.9% | −4.5% | +6.4% | +2.4% | −9.5% | +4.0% | +31.2% | −27.2pp |
| 2018 · part | — | — | — | — | — | — | — | — | — | −0.2% | −8.2% | −5.3% | −13.3% | −4.6% | −8.8pp |
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. VIOT 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 ⓘ | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 7 | 7 | 8 | 8 | 8 |
| Positive ⓘ | 38% | 38% | 0% | 38% | 38% | 63% | 63% | 29% | 29% | 13% | 38% | 25% |
| Median | −10.6% | −4.9% | −11.5% | −8.1% | −1.3% | +3.3% | +10.1% | −9.0% | −4.5% | −6.0% | −0.4% | −9.3% |
| Best | +45.2% | +45.3% | +0.0% | +38.9% | +11.3% | +17.9% | +141.7% | +55.9% | +18.7% | +6.4% | +29.5% | +17.3% |
| Worst | −27.7% | −29.5% | −30.5% | −13.4% | −38.6% | −19.6% | −34.3% | −21.7% | −10.2% | −30.6% | −31.3% | −26.1% |
| vs SPY ⓘ | −10.1pp | −3.0pp | −10.9pp | −6.5pp | −4.7pp | −0.5pp | +7.9pp | −11.3pp | −0.1pp | −7.2pp | −9.7pp | −11.3pp |
94 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
