| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VRA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.8% | +10.0% | +19.7% | +30.1% | −19.5% | +17.5% | −10.8% | — | — | — | — | — | +43.4% | +7.5% | +35.8pp |
| 2025 | −4.8% | −12.3% | −31.4% | −13.3% | +3.6% | +9.4% | −12.7% | +7.3% | −2.9% | +16.9% | +20.9% | −14.8% | −38.4% | +17.7% | −56.1pp |
| 2024 | −0.3% | +1.6% | −12.8% | −3.1% | +23.8% | −23.3% | +9.9% | −15.3% | −6.3% | −8.2% | +16.8% | −32.8% | −49.0% | +24.9% | −73.8pp |
| 2023 | +31.3% | −10.9% | +13.0% | −12.5% | −9.4% | +34.5% | +5.5% | +6.4% | −7.8% | +10.7% | +2.6% | +2.5% | +70.0% | +26.2% | +43.8pp |
| 2022 | −3.8% | −7.7% | +1.5% | −19.8% | +10.7% | −36.3% | −3.5% | −5.5% | −24.0% | +8.0% | +16.9% | +19.2% | −46.8% | −18.2% | −28.6pp |
| 2021 | +6.2% | +12.3% | +6.4% | +9.9% | +3.4% | +7.9% | −11.1% | +4.1% | −17.9% | +4.3% | −3.1% | −10.5% | +6.9% | +28.7% | −21.8pp |
| 2020 | −18.8% | −13.8% | −50.1% | +33.7% | −4.7% | −15.4% | −1.2% | +20.2% | +15.9% | +3.8% | +33.8% | −6.1% | −32.5% | +18.3% | −50.9pp |
| 2019 | +4.4% | +6.7% | +38.7% | −7.3% | −10.8% | +9.6% | −2.1% | −9.9% | −4.6% | +6.5% | +2.6% | +6.9% | +37.7% | +31.2% | +6.5pp |
| 2018 | −23.7% | +8.3% | +5.5% | +7.3% | +2.4% | +20.5% | −5.3% | +10.3% | +4.1% | −13.6% | −16.5% | −22.2% | −29.6% | −4.6% | −25.1pp |
| 2017 | −2.2% | −8.7% | −11.0% | −1.7% | +2.8% | +3.9% | +3.1% | −10.3% | −2.5% | −18.3% | +22.9% | +37.6% | +3.9% | +21.7% | −17.8pp |
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. VRA 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 | 15 | 15 | 15 | 16 | 16 |
| Positive ⓘ | 38% | 56% | 56% | 38% | 50% | 44% | 38% | 47% | 53% | 67% | 69% | 38% |
| Median | −0.5% | +2.0% | +1.7% | −3.3% | −1.5% | −5.6% | −2.8% | −0.4% | +0.8% | +6.5% | +5.2% | −7.8% |
| Best | +31.3% | +12.5% | +38.7% | +33.7% | +23.8% | +34.5% | +11.9% | +20.2% | +16.5% | +25.7% | +33.8% | +37.6% |
| Worst | −23.7% | −13.8% | −50.1% | −19.8% | −19.5% | −36.3% | −12.7% | −19.0% | −24.0% | −18.3% | −16.5% | −32.8% |
| vs SPY ⓘ | −2.1pp | −1.7pp | −0.6pp | −4.0pp | −3.6pp | −7.1pp | −4.7pp | +1.1pp | +1.3pp | +3.2pp | +1.6pp | −10.1pp |
189 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
