60/40 Portfolio
VS
David Swensen Unconventional Success Portfolio
Total Return by Period
Updated: Nov 05, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 0.05% | -0.88% | -0.04% | 3.47% | 7.28% | 32.89% | 19.64% | 57.44% |
| 60/40 Portfolio | 0.14% | -1.12% | 0.14% | 4.47% | 10.60% | 45.77% | 38.80% | 97.91% |
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 | 57.44% | 5.26% | 4.65% | -44.50% | 0.19 | 0.24 | 0.12 | 0.10 |
| 60/40 Portfolio | 97.91% | 7.51% | 7.08% | -39.19% | 0.39 | 0.47 | 0.19 | 0.07 |
Total Return
No Taxes, No Rebalancing.