| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VMC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.4% | +3.1% | −12.0% | +10.8% | −6.1% | +4.3% | −3.8% | — | — | — | — | — | −0.1% | +7.5% | −7.6pp |
| 2025 | +6.6% | −9.8% | −5.5% | +12.4% | +1.2% | −1.6% | +5.3% | +6.2% | +5.7% | −5.9% | +2.8% | −4.0% | +11.7% | +17.7% | −6.0pp |
| 2024 | −0.4% | +17.4% | +3.0% | −5.6% | −0.5% | −2.8% | +10.4% | −10.5% | +2.1% | +9.4% | +5.4% | −10.7% | +14.1% | +24.9% | −10.8pp |
| 2023 | +4.7% | −1.3% | −4.9% | +2.1% | +11.9% | +15.3% | −2.2% | −0.8% | −7.4% | −2.7% | +8.9% | +6.3% | +30.8% | +26.2% | +4.6pp |
| 2022 | −8.3% | −4.4% | +1.2% | −6.2% | −4.1% | −13.8% | +16.3% | +0.9% | −5.3% | +3.8% | +12.2% | −4.5% | −14.9% | −18.2% | +3.3pp |
| 2021 | +0.6% | +12.2% | +1.1% | +5.6% | +3.1% | −5.0% | +3.4% | +3.5% | −9.0% | +12.4% | +2.0% | +8.3% | +42.5% | +28.7% | +13.8pp |
| 2020 | −1.6% | −14.9% | −10.1% | +4.5% | −3.8% | +7.0% | +1.4% | +2.5% | +13.0% | +6.9% | −3.3% | +6.2% | +4.1% | +18.3% | −14.2pp |
| 2019 | +2.9% | +9.9% | +6.2% | +6.5% | −0.7% | +9.9% | +0.8% | +2.3% | +7.1% | −5.5% | −0.5% | +1.5% | +47.1% | +31.2% | +15.9pp |
| 2018 | +5.5% | −12.9% | −3.0% | −2.2% | +14.6% | +1.0% | −13.2% | −0.8% | +0.4% | −9.0% | +4.8% | −6.5% | −22.3% | −4.6% | −17.7pp |
| 2017 | +2.5% | −5.8% | −0.1% | +0.3% | +3.3% | +1.6% | −2.8% | −1.3% | −1.4% | +1.8% | +3.4% | +2.2% | +3.4% | +21.7% | −18.3pp |
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. VMC 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 62% | 52% | 48% | 67% | 43% | 43% | 52% | 67% | 48% | 48% | 90% | 57% |
| Median | +2.9% | +1.6% | −0.1% | +2.0% | −0.7% | −1.6% | +0.8% | +1.3% | −0.1% | −0.5% | +5.4% | +1.5% |
| Best | +13.3% | +17.9% | +9.7% | +21.3% | +14.6% | +15.3% | +16.3% | +18.0% | +21.5% | +13.5% | +15.0% | +21.3% |
| Worst | −28.9% | −15.3% | −12.0% | −6.2% | −19.1% | −22.3% | −16.4% | −18.2% | −21.3% | −27.1% | −3.3% | −10.9% |
| vs SPY ⓘ | +0.8pp | +1.2pp | −0.6pp | +0.3pp | −4.3pp | −2.6pp | −1.4pp | +0.8pp | −0.1pp | −1.0pp | +2.9pp | +1.3pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
