| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YOLO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −12.1% | +2.8% | −11.7% | +22.4% | −4.0% | −6.5% | −11.3% | — | — | — | — | — | −22.3% | +9.3% | −31.7pp |
| 2025 | −7.4% | −5.8% | −16.1% | +14.5% | −3.8% | −2.8% | +13.5% | +72.5% | −4.9% | −10.5% | −8.5% | +14.2% | +36.4% | +17.7% | +18.6pp |
| 2024 | +21.2% | −2.2% | +14.8% | +11.5% | −17.6% | −9.5% | +3.1% | −9.5% | +4.9% | −1.6% | −15.9% | −10.4% | −17.8% | +24.9% | −42.7pp |
| 2023 | +1.4% | −7.9% | −13.4% | −5.2% | −5.1% | −1.1% | +6.6% | +16.8% | +7.1% | −23.7% | +11.1% | +4.4% | −15.1% | +26.2% | −41.3pp |
| 2022 | −19.9% | +0.9% | +1.9% | −23.9% | −14.9% | −23.8% | +7.6% | +0.0% | −24.9% | +16.7% | +3.6% | −29.9% | −72.2% | −18.2% | −54.0pp |
| 2021 | +23.9% | +19.1% | −5.8% | −7.9% | −3.5% | +0.4% | −10.4% | −5.1% | −8.2% | −8.8% | −4.3% | −5.9% | −20.5% | +28.7% | −49.2pp |
| 2020 · part | — | — | — | — | — | — | +13.1% | +8.7% | −13.8% | +5.6% | +49.5% | +0.6% | +68.2% | +18.3% | +49.8pp |
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. YOLO 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 50% | 50% | 33% | 50% | 0% | 17% | 71% | 50% | 33% | 33% | 50% | 50% |
| Median | −3.0% | −0.7% | −8.8% | +3.2% | −4.6% | −4.7% | +6.6% | +4.3% | −6.5% | −5.2% | −0.4% | −2.6% |
| Best | +23.9% | +19.1% | +14.8% | +22.4% | −3.5% | +0.4% | +13.5% | +72.5% | +7.1% | +16.7% | +49.5% | +14.2% |
| Worst | −19.9% | −7.9% | −16.1% | −23.9% | −17.6% | −23.8% | −11.3% | −9.5% | −24.9% | −23.7% | −15.9% | −29.9% |
| vs SPY ⓘ | −7.5pp | −0.5pp | −8.6pp | +2.6pp | −9.7pp | −7.8pp | +1.9pp | +2.9pp | −6.0pp | −6.8pp | −2.8pp | −5.6pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
