US Equities (VTI)
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Sep 23, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | -1.03% | -0.16% | -2.93% | -1.51% | 8.38% | 41.04% | 27.56% | 95.96% |
| US Equities (VTI) | -0.80% | 1.88% | 0.00% | 4.21% | 16.63% | 83.48% | 76.67% | 297.86% |
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 | 95.96% | 7.36% | 6.98% | -32.54% | 0.39 | 0.47 | 0.23 | 0.06 |
| US Equities (VTI) | 297.86% | 15.54% | 14.85% | -60.85% | 0.68 | 0.83 | 0.26 | 0.08 |