US Equities (VTI)
VS
David Swensen Unconventional Success
Total Return by Period
Updated: Nov 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success | 0.09% | 0.05% | 0.94% | -2.51% | 7.38% | 45.76% | 20.04% | 109.43% |
| US Equities (VTI) | -0.42% | -1.49% | -2.79% | -2.59% | 11.57% | 78.47% | 64.91% | 306.12% |
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 | 109.43% | 8.13% | 7.70% | -48.04% | 0.43 | 0.53 | 0.17 | 0.08 |
| US Equities (VTI) | 306.12% | 15.76% | 15.10% | -63.33% | 0.70 | 0.85 | 0.25 | 0.08 |