| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WRLC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.3% | +1.1% | +3.2% | +7.2% | +6.8% | +3.8% | +0.5% | — | — | — | — | — | +27.5% | +9.3% | +18.2pp |
| 2025 | +5.8% | +8.0% | −2.8% | −14.9% | +3.8% | +10.4% | −2.2% | +2.9% | −2.2% | +1.1% | +0.7% | −2.2% | +6.0% | +17.7% | −11.7pp |
| 2024 | +0.1% | +4.4% | +0.0% | −21.6% | +27.1% | −3.3% | −5.7% | −1.0% | −4.2% | −0.1% | +3.3% | −13.0% | −19.1% | +24.9% | −44.0pp |
| 2023 | −0.7% | −0.4% | +2.8% | +0.1% | +11.7% | −2.5% | −4.0% | +2.0% | −0.9% | +1.8% | −3.0% | +0.0% | +6.1% | +26.2% | −20.0pp |
| 2022 | +13.7% | −4.3% | +7.3% | +3.4% | −4.4% | +0.9% | +0.9% | −0.3% | +0.0% | −4.1% | −4.2% | +0.8% | +8.2% | −18.2% | +26.4pp |
| 2021 · part | — | — | −4.0% | +24.0% | +5.3% | −4.4% | +5.7% | −1.0% | −7.5% | +3.3% | +8.1% | +1.0% | +30.7% | +28.7% | +1.9pp |
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. WRLC 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 80% | 60% | 67% | 67% | 83% | 50% | 50% | 40% | 0% | 60% | 60% | 40% |
| Median | +2.3% | +1.1% | +1.4% | +1.7% | +6.1% | −0.8% | −0.8% | −0.3% | −2.2% | +1.1% | +0.7% | +0.0% |
| Best | +13.7% | +8.0% | +7.3% | +24.0% | +27.1% | +10.4% | +5.7% | +2.9% | +0.0% | +3.3% | +8.1% | +1.0% |
| Worst | −0.7% | −4.3% | −4.0% | −21.6% | −4.4% | −4.4% | −5.7% | −1.0% | −7.5% | −4.1% | −4.2% | −13.0% |
| vs SPY ⓘ | +0.8pp | +2.0pp | +0.9pp | −2.4pp | +3.1pp | −0.9pp | −5.7pp | +0.9pp | −2.9pp | −1.3pp | −2.7pp | −3.6pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
