Swensen (Yale) portfolio backtest
See how $10,000 in the Swensen (Yale) portfolio would have grown — real, dividend-adjusted history, rebalanced yearly. No signup.
David Swensen's Yale-inspired portfolio for individuals — global equities, REITs, Treasuries, and TIPS.
- VTI · Vanguard Total Stock Market ETF30%
- VEA · Vanguard FTSE Developed Markets ETF15%
- VWO · Vanguard FTSE Emerging Markets ETF5%
- VNQ · Vanguard Real Estate ETF20%
- IEF · iShares 7-10 Year Treasury Bond ETF15%
- TIP · iShares TIPS Bond ETF15%
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Defaults to the last 10 years. Clean, fee-free backtest with annual rebalancing.
Ready to backtest Swensen (Yale)
Pick a date range above (or use the last 10 years) and hit Run backtest.
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For educational and informational purposes only. Backtests use split- and dividend-adjusted historical prices with annual rebalancing and no fees, taxes, or slippage; real-world results differ. Past performance is not indicative of future results. Awalyt does not provide investment advice.