US Equities (VTI)
VS
William Bernstein's Coward
Total Return by Period
Updated: Jan 06, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 0.44% | 1.13% | 1.71% | 2.36% | 10.90% | 26.28% | 23.17% | 74.02% |
| US Equities (VTI) | 0.70% | 0.99% | 1.48% | 2.83% | 15.78% | 75.85% | 72.08% | 248.28% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 8.95% | 11.14% | -9.89% | 11.89% | 8.07% | 15.61% | -4.78% | 11.41% | 8.55% | |
| US Equities (VTI) | 23.75% | 26.01% | -19.50% | 25.61% | 20.83% | 30.58% | -5.31% | 21.16% | 12.78% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| William Bernstein's Coward | 74.02% | 6.10% | 5.71% | -28.77% | 0.30 | 0.37 | 0.21 | 0.06 |
| US Equities (VTI) | 248.28% | 14.21% | 13.33% | -64.99% | 0.61 | 0.74 | 0.22 | 0.08 |
Total Return
No Taxes, No Rebalancing.