+463.9%
PJT price history and return analytics
+221.8%
+242.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.1% |
| 7D | +1.5% | +2.4% | -0.8% | -1.0% |
| 30D | +14.2% | -1.5% | +15.7% | +15.9% |
| 3M | -15.5% | -4.1% | -11.4% | -11.6% |
| 6M | -2.2% | +0.6% | -2.8% | -3.1% |
| YTD | -9.3% | +11.0% | -20.4% | -19.6% |
| 1Y | -8.5% | +13.3% | -21.9% | -20.8% |
| 3Y | +85.8% | +73.4% | +12.4% | +1.4% |
| 5Y | +86.3% | +57.4% | +28.9% | +13.0% |
| All | +463.9% | +221.8% | +242.2% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling