US Real Estate Equities (VNQ)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Dec 30, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -0.02% | 0.39% | 0.30% | 0.70% | 11.85% | 30.68% | 14.60% | 59.38% |
| US Real Estate Equities (VNQ) | 0.20% | 1.18% | -0.83% | -2.56% | 1.03% | 8.17% | 5.05% | 11.90% |
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% | -0.29% |
| US Real Estate Equities (VNQ) | 4.88% | 11.54% | -26.07% | 40.33% | -4.65% | 28.84% | -6.09% | 4.85% | 8.60% | 2.44% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 59.38% | 5.38% | 4.78% | -44.87% | 0.20 | 0.25 | 0.12 | 0.10 |
| US Real Estate Equities (VNQ) | 11.90% | 3.33% | 1.13% | -56.39% | 0.02 | 0.02 | 0.06 | 0.18 |
Total Return
No Taxes, No Rebalancing.