US Real Estate Equities (VNQ)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Feb 17, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.19% | 0.33% | 3.28% | 5.76% | 11.94% | 28.30% | 15.83% | 71.01% |
| US Real Estate Equities (VNQ) | 0.95% | 1.71% | 5.05% | 7.89% | 4.21% | 7.09% | 8.01% | 26.59% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 7.38% | 14.01% | -21.27% | 16.04% | 11.96% | 22.44% | -5.62% | 14.79% | 6.99% | |
| US Real Estate Equities (VNQ) | 4.88% | 11.54% | -26.07% | 40.33% | -4.65% | 28.84% | -6.09% | 4.85% | 8.60% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 71.01% | 6.08% | 5.53% | -46.91% | 0.26 | 0.32 | 0.13 | 0.10 |
| US Real Estate Equities (VNQ) | 26.59% | 4.55% | 2.39% | -59.60% | 0.07 | 0.09 | 0.08 | 0.18 |
Total Return
No Taxes, No Rebalancing.