| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VSEC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +26.6% | +3.9% | −18.8% | −6.9% | +7.8% | +23.4% | −16.2% | — | — | — | — | — | +11.0% | +9.3% | +1.6pp |
| 2025 | +7.7% | +15.8% | +1.3% | −4.6% | +13.7% | +0.7% | +19.6% | +3.7% | +2.4% | +8.8% | −0.3% | −4.1% | +82.3% | +17.7% | +64.5pp |
| 2024 | −3.7% | +19.3% | +8.0% | −2.4% | +5.0% | +7.8% | +0.9% | +4.5% | −11.1% | +24.0% | +14.4% | −18.9% | +47.9% | +24.9% | +23.0pp |
| 2023 | +17.3% | +4.6% | −21.8% | −5.8% | +11.5% | +16.5% | −1.5% | +5.6% | −11.1% | +6.9% | +12.3% | +6.9% | +39.2% | +26.2% | +13.0pp |
| 2022 | −15.2% | −7.6% | −3.3% | −6.0% | −10.1% | −3.3% | +12.0% | −0.2% | −15.4% | +30.8% | +6.2% | −4.4% | −22.4% | −18.2% | −4.2pp |
| 2021 | −9.9% | +11.4% | +2.4% | +9.5% | +10.2% | +4.1% | +1.3% | −0.1% | −3.6% | +15.3% | −1.3% | +11.3% | +59.5% | +28.7% | +30.8pp |
| 2020 | −18.0% | −5.3% | −44.3% | +17.8% | +35.3% | +20.7% | −10.1% | +3.2% | +5.5% | −5.5% | +18.4% | +12.5% | +2.5% | +18.3% | −15.8pp |
| 2019 | +9.4% | +8.3% | −10.7% | −2.9% | −21.1% | +19.0% | +4.8% | +6.3% | +7.1% | +12.7% | +6.4% | −6.7% | +28.6% | +31.2% | −2.7pp |
| 2018 | +2.5% | −2.1% | +6.6% | −0.8% | −3.5% | −3.3% | −9.6% | −10.5% | −14.1% | −5.3% | −6.9% | +2.7% | −37.8% | −4.6% | −33.2pp |
| 2017 | −3.9% | +9.1% | +0.3% | +4.5% | −1.8% | +7.5% | +15.5% | +0.6% | +9.0% | −13.6% | −2.6% | +1.4% | +25.4% | +21.7% | +3.7pp |
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. VSEC 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 48% | 57% | 62% | 38% | 52% | 57% | 57% | 57% | 57% | 52% | 57% | 57% |
| Median | −2.0% | +4.6% | +1.6% | −2.4% | +2.8% | +4.1% | +0.9% | +1.1% | +2.6% | +6.9% | +3.8% | +0.6% |
| Best | +26.6% | +19.3% | +11.8% | +22.3% | +36.6% | +23.4% | +42.8% | +17.9% | +25.6% | +43.4% | +34.5% | +22.5% |
| Worst | −43.3% | −16.8% | −44.3% | −21.2% | −21.1% | −20.0% | −16.2% | −20.9% | −17.4% | −15.2% | −13.7% | −18.9% |
| vs SPY ⓘ | −3.2pp | +4.8pp | +0.2pp | −1.3pp | +2.4pp | +4.2pp | −0.3pp | +0.3pp | +1.4pp | +6.4pp | +0.6pp | +1.4pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
