US Equities (VTI)
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Nov 26, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 0.41% | 2.14% | 0.66% | 1.91% | 4.12% | 21.13% | 18.05% | 50.91% |
| US Equities (VTI) | 0.69% | 2.82% | -0.97% | 4.48% | 11.83% | 65.94% | 77.72% | 210.73% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% | -0.66% |
| US Equities (VTI) | 23.75% | 26.01% | -19.50% | 25.61% | 20.83% | 30.58% | -5.31% | 21.16% | 12.78% | 0.46% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 50.91% | 4.76% | 4.21% | -32.43% | 0.16 | 0.19 | 0.15 | 0.08 |
| US Equities (VTI) | 210.73% | 13.08% | 12.03% | -59.16% | 0.55 | 0.66 | 0.22 | 0.08 |
Total Return
No Taxes, No Rebalancing.