US Real Estate Equities (VNQ)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Oct 29, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.50% | 0.84% | 2.24% | -0.16% | 7.79% | 54.18% | 21.54% | 107.05% |
| US Real Estate Equities (VNQ) | 2.27% | 1.32% | 5.27% | -4.30% | 9.10% | 46.03% | 3.63% | 69.26% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 7.65% | 14.32% | -21.39% | 16.10% | 11.96% | 22.54% | -5.76% | 14.83% | 6.95% | |
| US Real Estate Equities (VNQ) | 4.81% | 11.77% | -26.24% | 40.50% | -4.64% | 28.86% | -6.02% | 4.88% | 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 | 107.05% | 8.01% | 7.57% | -47.16% | 0.42 | 0.52 | 0.17 | 0.08 |
| US Real Estate Equities (VNQ) | 69.26% | 7.44% | 5.42% | -60.51% | 0.21 | 0.26 | 0.12 | 0.14 |