The same monthly lots ranked by per share result at the December 2022 price
Answered against 22 years of US equities and 12 years of US options data and published with the query that produced it. This result is stored as of 2026-08-01, from Selling Mutual Funds at a Loss: How Basis Works.
| label | cost_per_share_usd | per_share_result_usd |
|---|---|---|
| Dec 2021 | 241.48 | -50.23 |
| Oct 2021 | 236.92 | -45.67 |
| Nov 2021 | 233.47 | -42.22 |
| Aug 2021 | 233.17 | -41.92 |
| Mar 2022 | 227.76 | -36.51 |
| Jan 2022 | 226.82 | -35.57 |
| Jul 2021 | 226.72 | -35.47 |
| Sep 2021 | 222.03 | -30.78 |
| Feb 2022 | 221.16 | -29.91 |
| Apr 2022 | 207.14 | -15.89 |
| May 2022 | 206.57 | -15.32 |
| Jul 2022 | 206.28 | -15.02 |
| Nov 2022 | 204.07 | -12.82 |
| Aug 2022 | 198.56 | -7.31 |
| Oct 2022 | 194 | -2.75 |
| Dec 2022 | 191.25 | 0 |
| Jun 2022 | 188.74 | 2.51 |
| Sep 2022 | 179.37 | 11.88 |
- Rows × columns
- 18 × 3
- Computed
- Completeness
- No missing values
- Source
- US exchange, SIP and OPRA market data
- Licence
- Strasmore terms · free, no signup
What each column holds
| Column | Type | Range | Notes |
|---|---|---|---|
label |
text | 18 distinct values (Apr 2022, Aug 2021, Aug 2022…) | |
cost_per_share_usd |
number | 179.37 to 241.48 | US dollars |
per_share_result_usd |
number | -50.23 to 11.88 | US dollars |
Computed from Strasmore's warehouse of US exchange, SIP and OPRA market data. Equity prices are delayed; options greeks and implied volatility are end-of-day. This result is stored, not recomputed on load — it is exactly the numbers that were returned on , and the query below is what returned them.
the exact SQL behind every number
WITH monthly AS (
SELECT toStartOfMonth(toDate(toTimeZone(window_start, 'America/New_York'))) AS month_start,
argMax(close, window_start) AS close_price
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'VTI'
AND toDate(toTimeZone(window_start, 'America/New_York')) >= toDate('2021-07-01')
AND toDate(toTimeZone(window_start, 'America/New_York')) <= toDate('2022-12-31')
AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60
+ toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959
GROUP BY month_start
),
sale AS (
SELECT argMax(close_price, month_start) AS sale_price
FROM monthly
)
SELECT formatDateTimeInJodaSyntax(m.month_start, 'MMM yyyy') AS label,
round(m.close_price, 2) AS cost_per_share_usd,
round(s.sale_price - m.close_price, 2) AS per_share_result_usd
FROM monthly AS m
CROSS JOIN sale AS s
ORDER BY per_share_result_usd ASC
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