| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VWAGY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.8% | −1.2% | −14.1% | +0.1% | +5.8% | −20.2% | +8.3% | — | — | — | — | — | −22.9% | +9.3% | −32.2pp |
| 2025 | +11.1% | +6.5% | −6.2% | +7.4% | +5.1% | −1.8% | −1.1% | +12.0% | −7.6% | −4.8% | +9.6% | +6.2% | +39.3% | +17.7% | +21.6pp |
| 2024 | +8.6% | +11.3% | −2.8% | −6.8% | +7.0% | −16.2% | −1.0% | −4.7% | −1.4% | −10.7% | −11.6% | +6.4% | −23.3% | +24.9% | −48.2pp |
| 2023 | +11.6% | +1.7% | −3.7% | −2.2% | −4.5% | +10.9% | −4.4% | −10.7% | −8.3% | −12.2% | +12.1% | +0.7% | −12.1% | +26.2% | −38.3pp |
| 2022 | −1.6% | −10.3% | −4.3% | −12.5% | +8.5% | −18.9% | +8.5% | −6.3% | −12.2% | +5.2% | +12.6% | −9.0% | −37.5% | −18.2% | −19.4pp |
| 2021 | +1.3% | +10.8% | +55.0% | −12.6% | +14.0% | −9.1% | +2.8% | +0.7% | −6.9% | +4.8% | −14.6% | +4.8% | +42.6% | +28.7% | +13.8pp |
| 2020 · part | — | — | — | — | — | — | −3.4% | +14.8% | −1.1% | −9.3% | +19.2% | +12.3% | +33.2% | +18.3% | +14.8pp |
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. VWAGY 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 67% | 67% | 17% | 33% | 83% | 17% | 43% | 50% | 0% | 33% | 67% | 83% |
| Median | +5.0% | +4.1% | −4.0% | −4.5% | +6.4% | −12.7% | −1.0% | −2.0% | −7.3% | −7.1% | +10.9% | +5.5% |
| Best | +11.6% | +11.3% | +55.0% | +7.4% | +14.0% | +10.9% | +8.5% | +14.8% | −1.1% | +5.2% | +19.2% | +12.3% |
| Worst | −1.6% | −10.3% | −14.1% | −12.6% | −4.5% | −20.2% | −4.4% | −10.7% | −12.2% | −12.2% | −14.6% | −9.0% |
| vs SPY ⓘ | +4.5pp | +5.2pp | −6.7pp | −3.8pp | +1.3pp | −11.0pp | −2.2pp | −2.2pp | −3.3pp | −7.0pp | +5.0pp | +3.2pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
