| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VLEEY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.5% | +0.6% | −12.7% | +2.6% | +28.4% | −8.7% | +16.0% | — | — | — | — | — | +25.6% | +7.5% | +18.1pp |
| 2025 | +18.4% | −7.5% | −9.7% | +4.7% | +12.4% | +4.0% | −0.2% | +12.3% | −1.0% | +10.5% | −6.1% | +8.3% | +51.0% | +17.7% | +33.3pp |
| 2024 | −15.4% | −6.4% | +2.3% | +2.2% | −1.5% | −14.4% | +8.4% | −5.8% | +12.8% | −20.0% | −14.7% | +15.4% | −36.8% | +24.9% | −61.7pp |
| 2023 | +24.0% | −4.5% | −2.4% | −4.7% | +2.3% | +10.7% | +5.4% | −13.2% | −11.7% | −24.7% | +11.3% | +6.2% | −10.4% | +26.2% | −36.5pp |
| 2022 | −8.4% | −21.0% | −16.2% | −1.7% | +25.9% | −13.7% | +11.0% | −10.5% | −22.3% | +11.4% | +10.6% | −3.9% | −40.9% | −18.2% | −22.7pp |
| 2021 | −4.0% | −5.4% | −3.6% | −5.9% | +3.3% | −8.7% | −3.5% | −1.6% | −1.6% | +4.8% | −1.8% | +4.9% | −21.5% | +28.7% | −50.2pp |
| 2020 · part | — | — | — | — | — | — | −1.8% | +20.0% | −0.5% | −1.7% | +28.6% | +1.0% | +49.7% | +18.3% | +31.4pp |
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. VLEEY 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.
