| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WPRT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +24.2% | +1.5% | −8.1% | +11.5% | −2.0% | +13.6% | −23.9% | — | — | — | — | — | +9.6% | +7.5% | +2.0pp |
| 2025 | +22.1% | −3.0% | −12.5% | −21.3% | −0.3% | +7.9% | +18.5% | −25.0% | −18.6% | −11.9% | −11.0% | −11.8% | −56.1% | +17.7% | −73.9pp |
| 2024 | −4.7% | −1.7% | +8.7% | −19.1% | −1.1% | +3.3% | +7.4% | −4.5% | −19.6% | −10.2% | +15.3% | −24.6% | −45.9% | +24.9% | −70.8pp |
| 2023 | +31.6% | +13.7% | −18.1% | −22.1% | −4.6% | +8.7% | +43.2% | −34.9% | −15.2% | −16.0% | +41.7% | −8.2% | −14.6% | +26.2% | −40.7pp |
| 2022 | −18.6% | −17.6% | −0.6% | −24.7% | +0.8% | −15.8% | +19.8% | −9.9% | −20.2% | +3.4% | +6.7% | −19.3% | −67.3% | −18.2% | −49.1pp |
| 2021 | +39.6% | +25.9% | −23.3% | −5.0% | −8.3% | −15.2% | −24.5% | −1.2% | −16.9% | +0.0% | −27.1% | −1.3% | −55.5% | +28.7% | −84.3pp |
| 2020 | +8.4% | −27.6% | −49.4% | +11.1% | +25.4% | −5.3% | +25.0% | +9.7% | −4.1% | +8.6% | +122.6% | +35.3% | +124.9% | +18.3% | +106.6pp |
| 2019 | +14.3% | −11.2% | +14.8% | +12.3% | +57.5% | −1.1% | +9.6% | −10.4% | +2.3% | +1.1% | −11.3% | −2.9% | +78.2% | +31.2% | +47.0pp |
| 2018 | −24.2% | −6.3% | −18.0% | +7.3% | +11.9% | −3.8% | +1.2% | +42.2% | −17.6% | −21.7% | −10.6% | −36.7% | −64.6% | −4.6% | −60.1pp |
| 2017 | +11.5% | −16.7% | −8.6% | +41.7% | +16.2% | +48.7% | −26.4% | +54.9% | +22.0% | +5.8% | −18.5% | +33.3% | +232.7% | +21.7% | +211.0pp |
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. WPRT 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 ⓘ | 18 | 18 | 18 | 18 | 18 | 18 | 18 | 17 | 18 | 18 | 18 | 18 |
| Positive ⓘ | 61% | 39% | 44% | 56% | 44% | 50% | 61% | 24% | 33% | 44% | 33% | 33% |
| Median | +5.2% | −2.7% | −4.4% | +3.1% | −0.7% | +1.1% | +4.6% | −6.4% | −16.1% | −1.6% | −9.6% | −6.7% |
| Best | +39.6% | +64.5% | +39.6% | +41.7% | +57.5% | +50.6% | +43.2% | +54.9% | +26.1% | +24.5% | +122.6% | +35.3% |
| Worst | −24.2% | −27.6% | −49.4% | −24.7% | −22.1% | −22.3% | −26.4% | −34.9% | −29.7% | −51.5% | −27.1% | −36.7% |
| vs SPY ⓘ | +7.4pp | −2.6pp | −3.8pp | −3.9pp | −2.8pp | +0.6pp | +2.3pp | −5.8pp | −11.6pp | −6.7pp | −9.7pp | −9.2pp |
215 monthly observations across 2008–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
