| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VUZI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −30.4% | +9.9% | −20.1% | +24.7% | +59.7% | −37.0% | −19.7% | — | — | — | — | — | −38.4% | +9.3% | −47.7pp |
| 2025 | +5.1% | −28.5% | −31.1% | +4.4% | +37.1% | +0.0% | −31.2% | +5.5% | +47.6% | +7.0% | −19.7% | +40.5% | −4.1% | +17.7% | −21.8pp |
| 2024 | −19.9% | +1.2% | −28.4% | +9.9% | +0.8% | +0.7% | −9.6% | −29.3% | +35.6% | +0.0% | +97.4% | +70.6% | +89.0% | +24.9% | +64.1pp |
| 2023 | +43.1% | −20.3% | −0.2% | −2.9% | +24.9% | +1.6% | +3.5% | −24.2% | −9.3% | −10.5% | −35.4% | −0.7% | −42.7% | +26.2% | −68.9pp |
| 2022 | −24.7% | −13.3% | +16.6% | −21.7% | +25.7% | +9.2% | +15.1% | −8.1% | −22.9% | −13.6% | −16.6% | −12.7% | −58.0% | −18.2% | −39.8pp |
| 2021 | +21.7% | +70.3% | +35.2% | −9.3% | −24.3% | +5.1% | −19.3% | −10.6% | −20.9% | +2.2% | +0.7% | −19.5% | −4.5% | +28.7% | −33.2pp |
| 2020 | −9.0% | −13.1% | −22.6% | +26.0% | +60.6% | −4.0% | +72.4% | −9.7% | +22.6% | −13.6% | +10.4% | +108.7% | +351.7% | +18.3% | +333.4pp |
| 2019 | −12.1% | −22.5% | −6.7% | −22.5% | −12.2% | +96.6% | −51.8% | −7.1% | +24.6% | +5.3% | +1.7% | −17.6% | −58.2% | +31.2% | −89.4pp |
| 2018 | +45.6% | −7.4% | −34.7% | +13.6% | +1.6% | +17.3% | −16.8% | +4.8% | +0.8% | −7.2% | −8.9% | −13.2% | −23.0% | −4.6% | −18.5pp |
| 2017 | −9.6% | +4.9% | −3.9% | −4.8% | −2.5% | +13.9% | −6.1% | −5.7% | −6.0% | −10.1% | +25.5% | +1.6% | −8.1% | +21.7% | −29.8pp |
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. VUZI 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 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 50% | 38% | 19% | 38% | 59% | 59% | 29% | 31% | 63% | 44% | 50% | 44% |
| Median | −1.9% | −8.5% | −9.3% | −3.9% | +1.6% | +1.6% | −8.7% | −8.9% | +1.2% | +0.0% | +0.4% | +0.0% |
| Best | +100.0% | +70.3% | +35.2% | +26.0% | +164.4% | +96.6% | +72.4% | +17.2% | +100.0% | +33.3% | +97.4% | +108.7% |
| Worst | −32.2% | −28.5% | −34.7% | −41.8% | −33.3% | −37.0% | −67.6% | −29.3% | −25.0% | −35.7% | −35.4% | −19.5% |
| vs SPY ⓘ | −3.3pp | −4.6pp | −10.2pp | −5.2pp | −0.8pp | +1.7pp | −8.2pp | −5.8pp | +1.6pp | −0.2pp | −1.3pp | −2.6pp |
195 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
