US Equities (VTI)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Aug 13, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.66% | 1.02% | 1.52% | 4.06% | 15.19% | 44.52% | 25.70% | 104.30% |
| US Equities (VTI) | 0.65% | 1.38% | 3.70% | 6.24% | 22.39% | 79.35% | 79.11% | 301.55% |
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 Equities (VTI) | 23.81% | 26.05% | -19.52% | 25.66% | 21.05% | 30.65% | -5.22% | 21.21% | 12.83% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 104.30% | 7.89% | 7.43% | -45.43% | 0.41 | 0.50 | 0.17 | 0.08 |
| US Equities (VTI) | 301.55% | 15.63% | 14.96% | -60.44% | 0.69 | 0.84 | 0.26 | 0.08 |