| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VIRT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +24.6% | +0.3% | +6.2% | +12.9% | +1.0% | +19.4% | −0.7% | — | — | — | — | — | +79.4% | +9.3% | +70.1pp |
| 2025 | +12.3% | −8.1% | +4.3% | +2.7% | +3.3% | +11.4% | −1.5% | −4.5% | −15.3% | −1.9% | +2.6% | −6.2% | −4.2% | +17.7% | −21.9pp |
| 2024 | −17.1% | +9.0% | +13.7% | +5.8% | +2.5% | +2.0% | +21.7% | +13.3% | −0.8% | +1.6% | +21.3% | −4.4% | +83.0% | +24.9% | +58.1pp |
| 2023 | −5.4% | −3.6% | +2.8% | +6.1% | −11.1% | −2.8% | +8.6% | +2.3% | −7.8% | +7.1% | −1.5% | +12.7% | +4.6% | +26.2% | −21.6pp |
| 2022 | +7.3% | +14.2% | +6.1% | −22.4% | −8.7% | −10.4% | −0.3% | −0.6% | −9.5% | +7.8% | +0.2% | −8.0% | −26.5% | −18.2% | −8.3pp |
| 2021 | +10.3% | −1.0% | +13.9% | −4.6% | +3.6% | −9.3% | −6.8% | −4.0% | −0.2% | +1.8% | +14.2% | +2.3% | +18.6% | +28.7% | −10.1pp |
| 2020 | +4.4% | +14.2% | +10.7% | +12.2% | +3.1% | −1.0% | +5.1% | +5.2% | −10.9% | −7.1% | +7.7% | +10.4% | +64.4% | +18.3% | +46.1pp |
| 2019 | −0.8% | −0.7% | −5.5% | +3.5% | −5.3% | −5.4% | −0.5% | −12.1% | −13.0% | +3.7% | −0.7% | −3.7% | −34.9% | +31.2% | −66.1pp |
| 2018 | +4.4% | +56.8% | +11.1% | +9.1% | −13.1% | −14.5% | −24.1% | +9.4% | −6.2% | +16.0% | +7.1% | +2.3% | +46.0% | −4.6% | +50.5pp |
| 2017 | +10.0% | +0.2% | −2.0% | −9.4% | +7.4% | +8.3% | −6.2% | +9.9% | −9.7% | −12.7% | +17.0% | +12.3% | +21.5% | +21.7% | −0.2pp |
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. VIRT 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 ⓘ | 11 | 11 | 11 | 11 | 12 | 12 | 12 | 11 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 73% | 55% | 73% | 64% | 58% | 50% | 33% | 55% | 0% | 64% | 73% | 64% |
| Median | +4.4% | +0.2% | +6.1% | +3.5% | +1.7% | +0.0% | −0.6% | +1.2% | −8.2% | +1.8% | +7.1% | +2.3% |
| Best | +24.6% | +56.8% | +13.9% | +12.9% | +7.4% | +19.4% | +21.7% | +13.3% | −0.2% | +16.0% | +21.3% | +15.2% |
| Worst | −17.1% | −8.1% | −5.5% | −22.4% | −13.4% | −14.5% | −24.1% | −12.1% | −15.3% | −14.5% | −7.0% | −8.0% |
| vs SPY ⓘ | +5.2pp | −0.5pp | +9.3pp | −0.5pp | −2.8pp | −1.8pp | −3.0pp | +3.5pp | −6.8pp | −2.9pp | +2.4pp | +3.5pp |
135 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
