| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WBSR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +14.3% | −7.0% | −39.5% | −44.4% | +30.8% | −37.6% | −55.9% | — | — | — | — | — | −87.1% | +7.5% | −94.7pp |
| 2025 | +0.0% | −41.7% | −57.1% | −15.6% | +5.3% | +0.0% | +0.0% | −2.5% | −37.2% | +22.4% | +0.0% | +366.7% | −22.2% | +17.7% | −39.9pp |
| 2024 | −0.8% | −1.5% | −20.5% | +39.1% | +46.9% | +25.0% | −30.0% | −14.3% | −9.4% | +0.4% | +202.8% | −16.3% | +174.8% | +24.9% | +149.9pp |
| 2023 | +59.4% | +45.5% | −21.9% | −4.0% | −33.3% | +57.4% | −25.4% | −1.2% | −6.5% | +17.2% | −52.7% | +36.2% | −5.1% | +26.2% | −31.2pp |
| 2022 | −11.0% | −60.3% | +48.3% | −0.5% | −59.1% | +42.3% | −27.7% | −16.7% | −33.3% | −20.0% | +0.0% | −13.7% | −91.6% | −18.2% | −73.4pp |
| 2021 · part | — | — | — | — | — | — | — | — | −31.2% | −67.3% | −41.2% | +228.0% | −56.6% | +28.7% | −85.3pp |
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. WBSR 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.
