US Equities (VTI)
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 Equities (VTI) | 0.12% | -1.38% | 0.58% | 3.62% | 11.67% | 64.36% | 64.02% | 246.42% |
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 Equities (VTI) | 23.75% | 26.01% | -19.50% | 25.61% | 20.83% | 30.58% | -5.31% | 21.16% | 12.78% |
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 Equities (VTI) | 246.42% | 14.14% | 13.27% | -65.44% | 0.61 | 0.74 | 0.22 | 0.08 |
Total Return
No Taxes, No Rebalancing.