US Equities (VTI)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: May 15, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | -1.50% | -1.80% | -0.40% | 1.65% | 17.22% | 42.53% | 28.96% | 113.81% |
| US Equities (VTI) | -1.27% | -0.04% | 3.48% | 8.09% | 26.31% | 85.61% | 80.55% | 308.46% |
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 | 113.81% | 8.34% | 7.91% | -49.63% | 0.45 | 0.55 | 0.17 | 0.08 |
| US Equities (VTI) | 308.46% | 15.79% | 15.15% | -65.32% | 0.70 | 0.84 | 0.24 | 0.08 |