| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VMD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.2% | +13.4% | +5.9% | +8.1% | −1.2% | +15.9% | +2.2% | — | — | — | — | — | +56.8% | +7.5% | +49.3pp |
| 2025 | +2.1% | −4.3% | −7.1% | −2.9% | −5.9% | +3.9% | −11.9% | +21.0% | −7.9% | −4.9% | +7.0% | +7.5% | −7.4% | +17.7% | −25.1pp |
| 2024 | +3.4% | +4.2% | +11.5% | −13.1% | −9.5% | −11.6% | +10.1% | +5.4% | −3.6% | +16.6% | +1.4% | −7.5% | +2.2% | +24.9% | −22.7pp |
| 2023 | +12.3% | +8.6% | +4.8% | +12.3% | −12.2% | +2.6% | −13.6% | −6.4% | −14.9% | −6.2% | +23.1% | +1.0% | +3.8% | +26.2% | −22.3pp |
| 2022 | −11.3% | −17.1% | +29.7% | +0.0% | +15.3% | −6.3% | +45.9% | −24.5% | +1.2% | +9.2% | +12.1% | +3.0% | +44.8% | −18.2% | +63.0pp |
| 2021 | +8.1% | +12.4% | +7.3% | −0.6% | −22.4% | −8.5% | −2.7% | −7.9% | −13.4% | +3.2% | −11.9% | +3.4% | −32.7% | +28.7% | −61.5pp |
| 2020 | −15.3% | −4.8% | −4.8% | +36.3% | +28.4% | +15.2% | +12.9% | +0.3% | −20.5% | −7.3% | +21.7% | −20.4% | +25.2% | +18.3% | +6.8pp |
| 2019 | +8.5% | +17.3% | +1.4% | +20.2% | +18.5% | −2.1% | +9.7% | −14.9% | +8.5% | +17.3% | −23.9% | +0.3% | +63.2% | +31.2% | +31.9pp |
| 2018 · part | — | +20.1% | +3.1% | +21.0% | +23.6% | −6.0% | −1.1% | +38.3% | +8.0% | +8.1% | −40.2% | +13.4% | +88.7% | −4.6% | +93.2pp |
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. VMD 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 | 9 | 9 | 9 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 75% | 67% | 78% | 56% | 44% | 44% | 56% | 50% | 38% | 63% | 63% | 75% |
| Median | +3.3% | +8.6% | +4.8% | +8.1% | −1.2% | −2.1% | +2.2% | −3.1% | −5.7% | +5.7% | +4.2% | +2.0% |
| Best | +12.3% | +20.1% | +29.7% | +36.3% | +28.4% | +15.9% | +45.9% | +38.3% | +8.5% | +17.3% | +23.1% | +13.4% |
| Worst | −15.3% | −17.1% | −7.1% | −13.1% | −22.4% | −11.6% | −13.6% | −24.5% | −20.5% | −7.3% | −40.2% | −20.4% |
| vs SPY ⓘ | +1.1pp | +9.6pp | +5.9pp | +8.8pp | −6.5pp | −3.9pp | +4.5pp | −5.7pp | −7.2pp | −1.4pp | +1.0pp | −1.9pp |
102 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
