Couch Potato Portfolio
VS
David Swensen Unconventional Success Portfolio
Total Return by Period
Updated: Nov 07, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 0.38% | -0.48% | 1.61% | 3.54% | 6.66% | 31.72% | 19.68% | 57.15% |
| Couch Potato Portfolio | 0.12% | -0.96% | 0.97% | 2.80% | 7.17% | 36.37% | 30.24% | 83.40% |
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% |
| Couch Potato Portfolio | 12.66% | 14.77% | -15.54% | 15.34% | 15.78% | 19.32% | -3.21% | 11.89% | 8.82% | -0.72% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 57.15% | 5.24% | 4.64% | -44.86% | 0.19 | 0.23 | 0.12 | 0.10 |
| Couch Potato Portfolio | 83.40% | 6.56% | 6.27% | -38.26% | 0.36 | 0.45 | 0.17 | 0.07 |
Total Return
No Taxes, No Rebalancing.