No volume data stored for VTIAX, so the volume pane is omitted.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VTIAX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.7% | +5.3% | −8.6% | +8.2% | +3.7% | −0.2% | −3.7% | — | — | — | — | — | +9.8% | +9.3% | +0.4pp |
| 2025 | +3.3% | +1.8% | +0.3% | +3.1% | +4.7% | +0.2% | +2.7% | +4.2% | +3.6% | +1.5% | +0.3% | +2.7% | +32.2% | +17.7% | +14.5pp |
| 2024 | −1.6% | +3.1% | +3.0% | −2.3% | +4.0% | −0.9% | +2.8% | +2.5% | +2.6% | −4.7% | −0.2% | −2.6% | +5.3% | +24.9% | −19.5pp |
| 2023 | +8.4% | −4.1% | +2.6% | +1.8% | −3.4% | +4.4% | +3.9% | −4.4% | −3.3% | −3.5% | +8.5% | +4.9% | +15.3% | +26.2% | −10.9pp |
| 2022 | −2.8% | −2.9% | −0.4% | −6.3% | +1.5% | −8.3% | +3.7% | −4.1% | −10.0% | +3.4% | +13.4% | −2.2% | −16.0% | −18.2% | +2.2pp |
| 2021 | −0.1% | +2.3% | +1.5% | +2.8% | +3.2% | −1.3% | −1.3% | +1.7% | −3.4% | +2.6% | −4.4% | +4.1% | +7.5% | +28.7% | −21.2pp |
| 2020 | −3.3% | −6.7% | −16.3% | +8.0% | +4.8% | +3.8% | +4.1% | +4.3% | −2.5% | −2.2% | +13.0% | +4.8% | +8.7% | +18.3% | −9.7pp |
| 2019 | +7.6% | +1.7% | +0.4% | +2.8% | −5.5% | +4.6% | −1.9% | −2.3% | +2.1% | +3.4% | +1.1% | +3.1% | +17.7% | +31.2% | −13.5pp |
| 2018 | +5.6% | −5.1% | −0.9% | +0.8% | −1.9% | −3.1% | +2.5% | −2.2% | −0.2% | −8.3% | +1.2% | −5.8% | −16.9% | −4.6% | −12.3pp |
| 2017 | +3.9% | +1.5% | +2.5% | +2.2% | +3.0% | −0.5% | +3.4% | +0.6% | +1.2% | +1.9% | +0.8% | +1.1% | +23.9% | +21.7% | +2.2pp |
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. VTIAX 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 | 15 | 16 |
| Positive ⓘ | 63% | 63% | 56% | 81% | 50% | 38% | 63% | 53% | 47% | 60% | 60% | 63% |
| Median | +2.0% | +1.8% | +0.3% | +2.5% | +0.3% | −0.7% | +2.6% | +0.6% | −0.2% | +1.5% | +0.3% | +1.2% |
| Best | +8.4% | +5.5% | +8.2% | +8.2% | +4.8% | +5.9% | +4.6% | +4.3% | +7.2% | +10.1% | +13.4% | +6.6% |
| Worst | −5.7% | −6.7% | −16.3% | −6.3% | −11.0% | −8.3% | −3.7% | −8.4% | −12.3% | −8.3% | −4.4% | −5.8% |
| vs SPY ⓘ | +0.3pp | −0.6pp | −0.8pp | +0.9pp | −1.6pp | −1.2pp | −0.7pp | −0.7pp | +0.2pp | −1.1pp | −2.3pp | −0.1pp |
188 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
