No volume data stored for WWSYX, so the volume pane is omitted.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WWSYX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.7% | +3.4% | −4.8% | +8.0% | −2.6% | +7.9% | −1.8% | — | — | — | — | — | +16.0% | +7.5% | +8.4pp |
| 2025 | +2.5% | −4.6% | −4.4% | −6.0% | +6.2% | +2.9% | +4.5% | +4.8% | −2.3% | −5.0% | +3.5% | −6.7% | −5.7% | +17.7% | −23.4pp |
| 2024 | −4.8% | +4.7% | +4.3% | −7.2% | +4.4% | −2.0% | +10.4% | −0.9% | −0.4% | −2.8% | +9.6% | −13.6% | −1.2% | +24.9% | −26.1pp |
| 2023 | +7.5% | −1.4% | −2.9% | −2.6% | −2.1% | +8.2% | +4.5% | −3.7% | −4.6% | −2.7% | +6.1% | +6.8% | +12.3% | +26.2% | −13.8pp |
| 2022 | −6.4% | +0.4% | −2.0% | −7.2% | +4.1% | −8.3% | +9.8% | −4.6% | −9.7% | +13.6% | +5.7% | −8.8% | −15.5% | −18.2% | +2.7pp |
| 2021 | +1.6% | +9.3% | +5.3% | +4.7% | +2.2% | −2.1% | −2.9% | +1.8% | −2.1% | +5.1% | −3.5% | +1.6% | +22.2% | +28.7% | −6.5pp |
| 2020 · part | — | — | — | +12.6% | +2.7% | +2.5% | +2.9% | +5.2% | −6.2% | +2.5% | +14.1% | +7.0% | +50.7% | +18.3% | +32.4pp |
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. WWSYX is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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.
