(*) Swensen specifically calls for 15% TIPS as part of the bond portion of the portfolio. I don’t have good data for that asset, so I added it to the overall ITB allocation. Be sure to read Swensen’s explanation for why he chooses the assets he does.
The charts below display the results for the ex-US version of World. Non-US investors may also be interested in the US-inclusive option available in the calculators.
Because verified data is not available, this portfolio includes estimated returns prior to 1972. Data for those years is highlighted on each chart.