Couch Potato Portfolio
VS
Bill Schultheis Coffeehouse Portfolio
Total Return by Period
Updated: Nov 07, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Couch Potato Portfolio | 0.12% | -0.96% | 0.97% | 2.80% | 7.17% | 36.37% | 30.24% | 83.40% |
| Bill Schultheis Coffeehouse Portfolio | 0.41% | -0.25% | 1.23% | 2.98% | 3.71% | 24.58% | 23.86% | 51.98% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Couch Potato Portfolio | 12.66% | 14.77% | -15.54% | 15.34% | 15.78% | 19.32% | -3.21% | 11.89% | 8.82% | -0.72% |
| Bill Schultheis Coffeehouse Portfolio | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% | -0.66% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Couch Potato Portfolio | 83.40% | 6.56% | 6.27% | -38.26% | 0.36 | 0.45 | 0.17 | 0.07 |
| Bill Schultheis Coffeehouse Portfolio | 51.98% | 4.84% | 4.29% | -32.84% | 0.16 | 0.20 | 0.15 | 0.08 |
Total Return
No Taxes, No Rebalancing.