US Equities (VTI)
VS
Bill Schultheis Coffeehouse
Total Return by Period
Updated: Nov 11, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Bill Schultheis Coffeehouse | 0.41% | -0.52% | 2.57% | -1.32% | 9.45% | 45.16% | 26.37% | 103.57% |
| US Equities (VTI) | 1.27% | -0.71% | -0.70% | -2.37% | 12.75% | 78.81% | 65.95% | 293.75% |
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 | 103.57% | 7.74% | 7.39% | -32.96% | 0.43 | 0.52 | 0.23 | 0.06 |
| US Equities (VTI) | 293.75% | 15.45% | 14.73% | -60.70% | 0.68 | 0.82 | 0.25 | 0.08 |