| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VPRB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.0% | −16.7% | +0.0% | +15.0% | +160.9% | −15.0% | +129.4% | — | — | — | — | — | +368.0% | +7.5% | +360.5pp |
| 2025 | −1.3% | +10.8% | +4.9% | +2.3% | −6.8% | +14.6% | −14.9% | +17.5% | −31.9% | +43.8% | −15.2% | −35.9% | −33.3% | +17.7% | −51.1pp |
| 2024 | +2.1% | +19.6% | −2.1% | −3.8% | −10.1% | −33.5% | −20.6% | +4.1% | −20.9% | −7.1% | −29.2% | −18.5% | −75.9% | +24.9% | −100.8pp |
| 2023 | +9.6% | +126.7% | −14.7% | +36.6% | −26.3% | −3.4% | +2.8% | +26.1% | −1.5% | −17.3% | −2.6% | +7.3% | +127.4% | +26.2% | +101.2pp |
| 2022 | +40.4% | −18.8% | −10.5% | −7.2% | −39.4% | −15.9% | +74.5% | +45.8% | −11.4% | +58.1% | −33.6% | +5.1% | +20.0% | −18.2% | +38.2pp |
| 2021 | +256.3% | +75.4% | −45.1% | +22.6% | −22.3% | −15.1% | −11.9% | +48.3% | −9.1% | −3.0% | +7.6% | +3.6% | +256.3% | +28.7% | +227.5pp |
| 2020 | −13.0% | −13.8% | −33.3% | −5.0% | +0.0% | +57.9% | −62.0% | +22.8% | +53.6% | +25.6% | −33.3% | −11.1% | −60.0% | +18.3% | −78.3pp |
| 2019 | +9.3% | −8.4% | −20.1% | +1.7% | −2.3% | −19.7% | −10.2% | +82.6% | −53.3% | +19.0% | −12.2% | −8.9% | −53.5% | +31.2% | −84.7pp |
| 2018 | −6.3% | −19.2% | −29.8% | +1.6% | −7.4% | +60.0% | −37.5% | +24.5% | −13.3% | +61.3% | −2.4% | +26.5% | +7.6% | −4.6% | +12.2pp |
| 2017 | +32.3% | +5.3% | −18.9% | −2.9% | −46.5% | −39.6% | −38.2% | −5.4% | −52.6% | −50.2% | +202.6% | +73.7% | −74.2% | +21.7% | −95.9pp |
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. VPRB is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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.
