| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −15.9% | +10.0% | −1.5% | +18.8% | +8.5% | +11.2% | −6.0% | — | — | — | — | — | +22.9% | +7.5% | +15.3pp |
| 2025 | +4.3% | −31.9% | −3.6% | −5.5% | −0.2% | +3.8% | +9.4% | +3.2% | +6.2% | +7.5% | −1.6% | −0.8% | −15.7% | +17.7% | −33.4pp |
| 2024 | +6.0% | −3.9% | +10.4% | −9.6% | −7.3% | −0.6% | −7.0% | +2.4% | −4.3% | +2.6% | +5.8% | +0.6% | −6.8% | +24.9% | −31.6pp |
| 2023 | +12.9% | +19.4% | +9.3% | +4.3% | −7.4% | +14.3% | −3.7% | +10.6% | −7.8% | −15.2% | +10.3% | +0.4% | +50.0% | +26.2% | +23.8pp |
| 2022 | −16.1% | −1.6% | +6.1% | −23.3% | −1.5% | −2.6% | +13.7% | −13.6% | −17.1% | −6.5% | +2.1% | +0.3% | −49.7% | −18.2% | −31.5pp |
| 2021 | +5.8% | −6.3% | +0.4% | +16.7% | +5.8% | +3.3% | +14.7% | +9.7% | −6.0% | +1.3% | +3.0% | +6.0% | +65.9% | +28.7% | +37.1pp |
| 2020 | +3.8% | −3.5% | +1.1% | +24.4% | +14.1% | +5.2% | +18.4% | +5.6% | −3.2% | −1.0% | +1.2% | +3.0% | +89.0% | +18.3% | +70.7pp |
| 2019 | +10.6% | −3.3% | +5.2% | +12.5% | −7.4% | +9.2% | +9.8% | +6.0% | −2.5% | +1.5% | +2.2% | +2.2% | +54.1% | +31.2% | +22.9pp |
| 2018 | +1.7% | −13.0% | +1.2% | +0.1% | +5.4% | +6.8% | +10.6% | +6.7% | +5.5% | −14.1% | +3.4% | −10.5% | −0.1% | −4.6% | +4.5pp |
| 2017 | −0.1% | −2.6% | −1.0% | +13.0% | +5.4% | −2.6% | −6.0% | −1.9% | +10.6% | +5.5% | −1.4% | −1.3% | +17.0% | +21.7% | −4.7pp |
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. WST 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 48% | 48% | 81% | 67% | 52% | 67% | 67% | 67% | 52% | 62% | 71% | 71% |
| Median | −0.1% | −1.6% | +6.1% | +3.0% | +1.1% | +3.3% | +5.2% | +2.9% | +0.0% | +1.9% | +2.2% | +1.3% |
| Best | +22.5% | +19.4% | +11.8% | +24.4% | +14.1% | +14.3% | +18.4% | +10.6% | +12.1% | +17.8% | +16.8% | +8.6% |
| Worst | −16.1% | −31.9% | −3.6% | −23.3% | −7.4% | −8.7% | −7.0% | −13.6% | −17.1% | −18.8% | −11.1% | −10.5% |
| vs SPY ⓘ | +0.4pp | +0.8pp | +3.5pp | +1.7pp | −0.4pp | +1.6pp | +1.5pp | +1.2pp | −0.5pp | +0.7pp | −0.3pp | +0.4pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
