US Equities (VTI)
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Jul 14, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 0.22% | -0.22% | -0.21% | 3.41% | 14.45% | 36.70% | 30.00% | 101.28% |
| US Equities (VTI) | 0.37% | 0.42% | 0.50% | 7.81% | 22.02% | 72.40% | 77.62% | 294.48% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 8.28% | 12.11% | -14.40% | 14.11% | 8.77% | 19.25% | -5.14% | 11.29% | 9.60% | |
| US Equities (VTI) | 23.81% | 26.05% | -19.52% | 25.66% | 21.05% | 30.65% | -5.22% | 21.21% | 12.83% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 101.28% | 7.64% | 7.27% | -32.94% | 0.42 | 0.50 | 0.23 | 0.06 |
| US Equities (VTI) | 294.48% | 15.45% | 14.76% | -61.48% | 0.68 | 0.82 | 0.25 | 0.08 |