Europe Equities (VGK)
VS
David Swensen Unconventional Success Portfolio
Total Return by Period
Updated: Nov 14, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | -0.08% | -0.10% | -0.41% | 2.92% | 7.98% | 26.02% | 16.55% | 58.07% |
| Europe Equities (VGK) | -0.76% | 1.35% | 0.32% | 2.67% | 24.80% | 47.19% | 42.31% | 59.44% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 7.38% | 14.01% | -21.27% | 16.04% | 11.96% | 22.44% | -5.62% | 14.79% | 6.99% | -0.29% |
| Europe Equities (VGK) | 1.88% | 20.13% | -16.00% | 16.82% | 5.18% | 24.73% | -14.84% | 26.93% | -0.36% | -1.90% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 58.07% | 5.30% | 4.70% | -44.63% | 0.19 | 0.24 | 0.12 | 0.10 |
| Europe Equities (VGK) | 59.44% | 6.52% | 4.79% | -51.91% | 0.18 | 0.22 | 0.13 | 0.12 |
Total Return
No Taxes, No Rebalancing.