| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VQSSF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.2% | −16.3% | −61.5% | +79.2% | −1.0% | −14.5% | −34.8% | — | — | — | — | — | −68.2% | +9.3% | −77.5pp |
| 2025 | −13.4% | +25.4% | −0.6% | −37.8% | +60.4% | +17.1% | −8.5% | +2.9% | −4.6% | −14.7% | +7.3% | −1.3% | +2.3% | +17.7% | −15.4pp |
| 2024 | −6.9% | −25.1% | +57.2% | −26.0% | +6.8% | +0.6% | +10.3% | +0.1% | −6.3% | −15.8% | −3.2% | +6.3% | −21.8% | +24.9% | −46.7pp |
| 2023 · part | — | — | — | — | — | — | — | — | — | — | −29.1% | +77.6% | +25.9% | +26.2% | −0.3pp |
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. VQSSF 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 3 | 3 |
| Positive ⓘ | 0% | 33% | 33% | 33% | 67% | 67% | 33% | 100% | 0% | 0% | 33% | 67% |
| Median | −6.9% | −16.3% | −0.6% | −26.0% | +6.8% | +0.6% | −8.5% | +1.5% | −5.4% | −15.2% | −3.2% | +6.3% |
| Best | −0.2% | +25.4% | +57.2% | +79.2% | +60.4% | +17.1% | +10.3% | +2.9% | −4.6% | −14.7% | +7.3% | +77.6% |
| Worst | −13.4% | −25.1% | −61.5% | −37.8% | −1.0% | −14.5% | −34.8% | +0.1% | −6.3% | −15.8% | −29.1% | −1.3% |
| vs SPY ⓘ | −8.5pp | −15.4pp | +5.0pp | −22.0pp | +1.8pp | −3.0pp | −10.8pp | −0.7pp | −8.3pp | −16.0pp | −9.1pp | +8.7pp |
33 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
