Free portfolio backtest · 20+ years of data

Coffeehouse portfolio backtest

Balancedby Bill Schultheis

See how $10,000 in the Coffeehouse portfolio would have grown — real, dividend-adjusted history, rebalanced yearly. No signup.

Bill Schultheis's 60/40 with a value and small-cap tilt across seven low-cost index funds.

Allocation (locked)
  • BND · Vanguard Total Bond Market ETF40%
  • VOO · Vanguard S&P 500 ETF10%
  • VTV · Vanguard Value ETF10%
  • VB · Vanguard Small-Cap ETF10%
  • VBR · Vanguard Small-Cap Value ETF10%
  • VEA · Vanguard FTSE Developed Markets ETF10%
  • VNQ · Vanguard Real Estate ETF10%

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Defaults to the last 10 years. Clean, fee-free backtest with annual rebalancing.

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For educational and informational purposes only. Backtests use split- and dividend-adjusted historical prices with annual rebalancing and no fees, taxes, or slippage; real-world results differ. Past performance is not indicative of future results. Awalyt does not provide investment advice.