US Equities (VTI)
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Sep 02, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 0.40% | -1.06% | -0.79% | 0.99% | 12.96% | 39.09% | 27.51% | 98.51% |
| US Equities (VTI) | 0.46% | -0.36% | -0.73% | 1.22% | 20.66% | 74.49% | 72.55% | 294.39% |
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 | 98.51% | 7.50% | 7.12% | -32.34% | 0.41 | 0.49 | 0.23 | 0.06 |
| US Equities (VTI) | 294.39% | 15.45% | 14.75% | -60.53% | 0.68 | 0.83 | 0.26 | 0.08 |