You can use the Partition By Function in SQL Server to get a Year-to-Date and Month-to_Date calculation.

In this video I show you how to create a Year-to-Date value using the Windowing Partition By Function in TSQL.

This video builds on the prior day’s video, Prior Day Profit using the Lag Function with Windowing .

I use the Wide World Importers and the following scripts:

--SQL Year-to-Date using Partition By
select 
year([Invoice Date Key]) as Year,
Month([Invoice Date Key]) as Month,
[Invoice Date Key],
Profit,
sum(Profit) OVER (PARTITION BY year([Invoice Date Key]), Month([Invoice Date Key]) ORDER BY [Invoice Date Key]) as MonthToDate,
sum(Profit) OVER (PARTITION BY year([Invoice Date Key]) ORDER BY [Invoice Date Key]) as YearToDate
from dbo.ProfitByDate
order by 1

Link to the Microsoft SQL Server Over Clause.

See the original Year-to-Date using the Partition Windowing Function video.