David Swensen Unconventional Success Portfolio
VS
60/40 Portfolio
Total Return by Period
Updated: Nov 18, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | -0.27% | -2.11% | -2.00% | 1.85% | 6.87% | 25.34% | 15.09% | 54.00% |
| 60/40 Portfolio | -0.37% | -2.12% | -1.63% | 2.36% | 7.52% | 37.76% | 33.85% | 93.28% |
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% |
| 60/40 Portfolio | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 54.00% | 5.04% | 4.42% | -43.83% | 0.17 | 0.21 | 0.11 | 0.10 |
| 60/40 Portfolio | 93.28% | 7.26% | 6.83% | -38.86% | 0.37 | 0.45 | 0.19 | 0.07 |
Total Return
No Taxes, No Rebalancing.