| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VSTM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −21.0% | −6.2% | −7.3% | +3.0% | −20.7% | −11.8% | +57.3% | — | — | — | — | — | −22.2% | +7.5% | −29.7pp |
| 2025 | +17.6% | −7.9% | +7.7% | +24.2% | +0.4% | −44.8% | +48.7% | +49.9% | −4.5% | +7.0% | +12.6% | −27.4% | +49.3% | +17.7% | +31.6pp |
| 2024 | +44.3% | +6.0% | −5.3% | −15.4% | −60.3% | −24.7% | −12.8% | −3.8% | +19.6% | +25.8% | +42.0% | −3.2% | −36.5% | +24.9% | −61.4pp |
| 2023 | +60.7% | −19.6% | −19.2% | −7.1% | +161.5% | −39.5% | +48.7% | −11.8% | −16.7% | −22.8% | +9.7% | +18.1% | +67.9% | +26.2% | +41.7pp |
| 2022 | −25.4% | −21.6% | +17.5% | +0.7% | −9.9% | −9.4% | −7.8% | +8.4% | −26.7% | −50.6% | +9.5% | −12.5% | −80.4% | −18.2% | −62.2pp |
| 2021 | −8.5% | +20.5% | +5.1% | +24.3% | +26.1% | +5.2% | −20.6% | −18.0% | +16.2% | −15.6% | +2.7% | −23.2% | −3.8% | +28.7% | −32.5pp |
| 2020 | +40.3% | +48.4% | −5.4% | −28.4% | −1.6% | −7.5% | −22.1% | −6.0% | −4.0% | −0.8% | +67.5% | +6.0% | +59.0% | +18.3% | +40.6pp |
| 2019 | −2.4% | −8.2% | −1.7% | −28.0% | −38.0% | +14.4% | −0.7% | −16.0% | −4.0% | −9.9% | +25.7% | −2.2% | −60.1% | +31.2% | −91.3pp |
| 2018 | +15.6% | −13.8% | −2.6% | +39.9% | +34.1% | +23.1% | +11.9% | +29.4% | −27.2% | −30.1% | +0.6% | −34.1% | +9.4% | −4.6% | +14.0pp |
| 2017 | +13.4% | −10.2% | +81.6% | −6.3% | +6.2% | +5.8% | +66.5% | +7.4% | +20.5% | −18.7% | +10.2% | −27.1% | +174.1% | +21.7% | +152.4pp |
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. VSTM 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 ⓘ | 14 | 15 | 15 | 15 | 15 | 15 | 15 | 14 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 57% | 40% | 47% | 47% | 47% | 33% | 47% | 36% | 29% | 29% | 79% | 29% |
| Median | +11.7% | −6.2% | −1.7% | −5.0% | −1.6% | −7.5% | −0.7% | −4.9% | −4.0% | −12.7% | +9.6% | −2.7% |
| Best | +60.7% | +48.4% | +81.6% | +39.9% | +161.5% | +45.2% | +66.5% | +49.9% | +20.5% | +25.8% | +67.5% | +29.1% |
| Worst | −35.5% | −21.6% | −19.3% | −28.4% | −60.3% | −44.8% | −22.1% | −18.0% | −70.6% | −50.6% | −14.2% | −34.1% |
| vs SPY ⓘ | +9.1pp | −6.6pp | +0.1pp | −7.3pp | −5.0pp | −7.5pp | −2.2pp | −6.3pp | −3.7pp | −12.9pp | +3.7pp | −4.4pp |
174 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
