Long-Term US Treasuries (TLT)
VS
David Swensen Unconventional Success Portfolio
Total Return by Period
Updated: Nov 17, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | -0.67% | -1.39% | -1.87% | 2.20% | 7.79% | 25.70% | 15.46% | 54.46% |
| Long-Term US Treasuries (TLT) | 0.25% | -0.51% | -2.69% | 2.82% | -1.10% | -10.59% | -44.06% | -26.04% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 7.38% | 14.01% | -21.27% | 16.04% | 11.96% | 22.44% | -5.62% | 14.79% | 6.99% | -0.29% |
| Long-Term US Treasuries (TLT) | -8.01% | 2.70% | -31.12% | -4.62% | 18.08% | 14.06% | -1.57% | 9.12% | 1.19% | -1.71% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 54.46% | 5.07% | 4.46% | -43.83% | 0.17 | 0.22 | 0.12 | 0.10 |
| Long-Term US Treasuries (TLT) | -26.04% | -1.89% | -2.98% | -73.72% | -0.33 | -0.49 | -0.03 | 0.28 |
Total Return
No Taxes, No Rebalancing.