| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VOXR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.2% | +22.0% | −18.3% | −1.9% | +13.6% | −18.8% | −7.0% | — | — | — | — | — | −6.6% | +9.3% | −15.9pp |
| 2025 | +0.4% | +3.4% | +20.7% | +14.0% | +6.3% | −10.4% | +0.3% | +16.1% | +17.2% | −0.7% | +12.2% | −0.8% | +105.5% | +17.7% | +87.7pp |
| 2024 | −8.3% | −3.7% | +13.9% | −1.0% | +8.8% | +25.3% | +7.6% | −6.4% | +8.7% | −2.0% | −10.5% | −11.2% | +15.8% | +24.9% | −9.0pp |
| 2023 | +1.7% | −2.1% | +30.2% | −1.3% | −12.8% | −6.5% | +1.6% | −10.2% | −7.7% | +0.0% | +5.0% | −2.3% | −9.9% | +26.2% | −36.1pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | +10.2% | −5.6% | +4.0% | −18.2% | +22.2pp |
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. VOXR 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 4 | 4 |
| Positive ⓘ | 75% | 50% | 75% | 25% | 75% | 25% | 75% | 33% | 67% | 0% | 75% | 0% |
| Median | +1.1% | +0.6% | +17.3% | −1.1% | +7.6% | −8.4% | +1.0% | −6.4% | +8.7% | −0.7% | +7.6% | −4.0% |
| Best | +11.2% | +22.0% | +30.2% | +14.0% | +13.6% | +25.3% | +7.6% | +16.1% | +17.2% | +0.0% | +12.2% | −0.8% |
| Worst | −8.3% | −3.7% | −18.3% | −1.9% | −12.8% | −18.8% | −7.0% | −10.2% | −7.7% | −2.0% | −10.5% | −11.2% |
| vs SPY ⓘ | −3.4pp | +2.5pp | +18.4pp | +0.1pp | +1.9pp | −14.2pp | −1.8pp | −8.6pp | +6.6pp | −1.1pp | +0.2pp | −3.9pp |
45 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
