| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VPLM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +23.4% | −17.2% | −6.3% | −6.7% | +15.5% | +2.1% | −2.0% | — | — | — | — | — | +3.2% | +7.5% | −4.3pp |
| 2025 | +32.9% | +26.9% | −8.5% | −18.5% | −20.5% | −4.3% | −9.0% | +11.5% | +97.1% | −41.8% | +12.8% | +6.8% | +34.3% | +17.7% | +16.6pp |
| 2024 | −17.8% | −0.6% | −7.3% | −8.5% | +21.4% | −1.8% | −21.0% | −16.7% | −16.4% | −18.5% | −8.0% | +1.4% | −65.3% | +24.9% | −90.2pp |
| 2023 | +244.6% | +12.0% | −22.7% | −12.9% | +70.8% | −26.6% | −31.0% | −20.6% | −21.7% | −9.5% | +12.8% | −0.5% | +41.8% | +26.2% | +15.6pp |
| 2022 | −4.3% | +13.6% | +23.2% | −7.8% | +28.2% | −6.6% | −2.9% | −9.1% | −23.3% | +19.1% | −1.5% | +5.6% | +23.9% | −18.2% | +42.1pp |
| 2021 | +35.0% | +4.4% | +57.4% | +9.0% | −21.5% | −0.5% | −21.7% | +28.4% | −11.6% | +1.2% | −17.1% | −18.4% | +15.0% | +28.7% | −13.7pp |
| 2020 | −2.2% | +76.8% | −62.8% | −12.6% | −1.0% | −2.9% | −7.0% | +17.2% | +284.4% | −39.1% | −42.7% | −31.5% | −45.9% | +18.3% | −64.3pp |
| 2019 | −25.0% | +3.3% | −63.7% | +1.8% | −12.7% | −10.0% | −16.1% | −20.5% | +19.2% | +46.9% | +28.6% | −31.5% | −76.9% | +31.2% | −108.1pp |
| 2018 | −22.0% | −15.9% | −41.2% | +24.2% | +2.6% | −35.0% | +11.9% | +0.6% | −15.3% | −1.6% | +0.0% | +6.7% | −68.0% | −4.6% | −63.4pp |
| 2017 | −16.7% | +12.5% | +4.4% | −8.5% | −3.5% | +13.3% | −4.5% | −16.7% | −10.4% | −10.4% | +246.7% | +140.4% | +420.8% | +21.7% | +399.1pp |
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. VPLM 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 ⓘ | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 50% | 69% | 25% | 44% | 44% | 38% | 6% | 38% | 56% | 25% | 31% | 56% |
| Median | +8.0% | +12.3% | −7.9% | −7.2% | −2.2% | −1.1% | −14.8% | −11.6% | +15.7% | −10.0% | −8.3% | +0.8% |
| Best | +244.6% | +116.7% | +57.4% | +135.4% | +70.8% | +133.3% | +11.9% | +41.6% | +284.4% | +46.9% | +246.7% | +176.9% |
| Worst | −25.0% | −17.2% | −63.7% | −27.3% | −50.0% | −35.0% | −42.0% | −58.1% | −43.5% | −41.8% | −42.7% | −31.5% |
| vs SPY ⓘ | +7.9pp | +11.4pp | −11.6pp | −3.4pp | −5.3pp | −1.6pp | −16.7pp | −9.6pp | +14.7pp | −10.1pp | −9.4pp | +1.0pp |
192 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
