| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VIR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +23.4% | +22.2% | −1.4% | +14.0% | −6.6% | +6.8% | −15.2% | — | — | — | — | — | +43.3% | +7.5% | +35.7pp |
| 2025 | +41.7% | −19.3% | −22.8% | −5.6% | −19.3% | +2.0% | +0.6% | −2.6% | +15.6% | +4.4% | +7.7% | −6.1% | −17.8% | +17.7% | −35.6pp |
| 2024 | −6.6% | +19.6% | −9.9% | −16.5% | +21.4% | −13.3% | +14.2% | −18.7% | −9.3% | +0.0% | +6.3% | −7.8% | −27.0% | +24.9% | −51.9pp |
| 2023 | +16.8% | −22.8% | +2.1% | +8.1% | +6.0% | −8.0% | −42.6% | −10.1% | −26.0% | −15.4% | +19.7% | +6.0% | −60.3% | +26.2% | −86.4pp |
| 2022 | −18.0% | −26.6% | +2.1% | −20.9% | +26.8% | −1.3% | +9.2% | −14.6% | −18.8% | +14.0% | +28.4% | −10.3% | −39.6% | −18.2% | −21.4pp |
| 2021 | +141.0% | −3.0% | −18.1% | −6.9% | −12.2% | +12.8% | −24.6% | +44.6% | −15.6% | −13.3% | +25.7% | −11.7% | +56.3% | +28.7% | +27.6pp |
| 2020 | +111.8% | +74.6% | −26.3% | −11.0% | +12.0% | +19.9% | +16.6% | −15.2% | −15.2% | −8.4% | +1.4% | −16.0% | +113.0% | +18.3% | +94.6pp |
| 2019 · part | — | — | — | — | — | — | — | — | — | — | −15.2% | +5.2% | −10.8% | +31.2% | −42.0pp |
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. VIR 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 ⓘ | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 6 | 6 | 6 | 7 | 7 |
| Positive ⓘ | 71% | 43% | 29% | 29% | 57% | 57% | 57% | 17% | 17% | 33% | 86% | 29% |
| Median | +23.4% | −3.0% | −9.9% | −6.9% | +6.0% | +2.0% | +0.6% | −12.3% | −15.4% | −4.2% | +7.7% | −7.8% |
| Best | +141.0% | +74.6% | +2.1% | +14.0% | +26.8% | +19.9% | +16.6% | +44.6% | +15.6% | +14.0% | +28.4% | +6.0% |
| Worst | −18.0% | −26.6% | −26.3% | −20.9% | −19.3% | −13.3% | −42.6% | −18.7% | −26.0% | −15.4% | −15.2% | −16.0% |
| vs SPY ⓘ | +21.9pp | −5.7pp | −13.1pp | −12.1pp | +5.6pp | +6.9pp | −1.7pp | −9.5pp | −11.2pp | −2.5pp | +7.5pp | −5.4pp |
81 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
