| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WGMI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +17.7% | −11.5% | −12.7% | +38.3% | +41.4% | −7.4% | −31.3% | — | — | — | — | — | +13.1% | +7.5% | +5.6pp |
| 2025 | +1.6% | −21.0% | −28.3% | +7.1% | +20.4% | +38.1% | +11.1% | +21.2% | +44.5% | +29.7% | −15.6% | −21.0% | +72.5% | +17.7% | +54.7pp |
| 2024 | −27.9% | +31.3% | +7.4% | −23.3% | +17.2% | +28.7% | +1.9% | −17.7% | +7.0% | +11.8% | +37.1% | −23.7% | +23.5% | +24.9% | −1.4pp |
| 2023 | +98.7% | −12.4% | +19.7% | +12.8% | +5.1% | +17.8% | +23.3% | −26.9% | −20.6% | +2.1% | +17.6% | +61.6% | +304.1% | +26.2% | +277.9pp |
| 2022 · part | — | — | −3.2% | −32.0% | −17.9% | −37.5% | +27.8% | −4.6% | −20.7% | −11.4% | −25.3% | −21.2% | −83.0% | −18.2% | −64.8pp |
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. WGMI 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.
