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BTC-USD vs. PHYS
Performance
Return for Risk
Drawdowns
Volatility

Performance

BTC-USD vs. PHYS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bitcoin (BTC-USD) and Sprott Physical Gold Trust (PHYS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BTC-USD achieves a -27.32% return, which is significantly lower than PHYS's -3.85% return. Over the past 10 years, BTC-USD has outperformed PHYS with an annualized return of 57.32%, while PHYS has yielded a comparatively lower 11.42% annualized return.


BTC-USD

1D
0.05%
1M
-19.79%
YTD
-27.32%
6M
-29.56%
1Y
-39.85%
3Y*
34.86%
5Y*
10.27%
10Y*
57.32%

PHYS

1D
0.19%
1M
-10.61%
YTD
-3.85%
6M
-3.47%
1Y
22.63%
3Y*
28.00%
5Y*
16.26%
10Y*
11.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTC-USD vs. PHYS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BTC-USD
Bitcoin
-27.32%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%
PHYS
Sprott Physical Gold Trust
-3.85%63.95%26.43%12.98%-1.81%-4.84%23.89%18.14%-2.64%12.78%

Correlation

The correlation between BTC-USD and PHYS is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.10

Correlation (10Y)
Calculated over the trailing 10-year period

0.09

Correlation (All Time)
Calculated using the full available price history since Sep 27, 2012

0.07

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Return for Risk

BTC-USD vs. PHYS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BTC-USD
BTC-USD Risk / Return Rank: 3737
Overall Rank
BTC-USD Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3939
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3737
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 5656
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 3232
Martin Ratio Rank

PHYS
PHYS Risk / Return Rank: 6464
Overall Rank
PHYS Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
PHYS Sortino Ratio Rank: 6060
Sortino Ratio Rank
PHYS Omega Ratio Rank: 6464
Omega Ratio Rank
PHYS Calmar Ratio Rank: 6262
Calmar Ratio Rank
PHYS Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BTC-USD vs. PHYS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bitcoin (BTC-USD) and Sprott Physical Gold Trust (PHYS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BTC-USDPHYSDifference
Sharpe ratioReturn per unit of total volatility

-1.74

Sortino ratioReturn per unit of downside risk

-2.45

Omega ratioGain probability vs. loss probability

0.87

1.17

-0.31

Calmar ratioReturn relative to maximum drawdown

-0.78

0.92

-1.69

Martin ratioReturn relative to average drawdown

-1.36

2.64

-4.00

BTC-USD vs. PHYS - Sharpe Ratio Comparison

The current BTC-USD Sharpe Ratio is -0.93, which is lower than the PHYS Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of BTC-USD and PHYS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BTC-USD vs. PHYS - Drawdown Comparison

The maximum BTC-USD drawdown since its inception was -85.30%, which is greater than PHYS's maximum drawdown of -48.16%. Use the drawdown chart below to compare losses from any high point for BTC-USD and PHYS.


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Drawdown Indicators


BTC-USDPHYSDifference

Max Drawdown

Largest peak-to-trough decline

-85.30%

-48.16%

-37.14%

Max Drawdown (1Y)

Largest decline over 1 year

-51.21%

-24.80%

-26.41%

Max Drawdown (3Y)

Largest decline over 3 years

-51.21%

-24.80%

-26.41%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

-24.80%

-51.87%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

-24.80%

-59.00%

Current Drawdown

Current decline from peak

-49.01%

-22.43%

-26.58%

Average Drawdown

Average peak-to-trough decline

-42.35%

-20.99%

-21.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

35.02%

8.60%

+26.42%

Volatility

BTC-USD vs. PHYS - Volatility Comparison

Bitcoin (BTC-USD) has a higher volatility of 12.11% compared to Sprott Physical Gold Trust (PHYS) at 7.80%. This indicates that BTC-USD's price experiences larger fluctuations and is considered to be riskier than PHYS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTC-USDPHYSDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.11%

7.80%

+4.31%

Volatility (6M)

Calculated over the trailing 6-month period

34.59%

24.75%

+9.84%

Volatility (1Y)

Calculated over the trailing 1-year period

35.62%

28.17%

+7.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.71%

18.53%

+26.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.62%

16.41%

+40.21%

Frequently Asked Questions


BTC-USD and PHYS have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BTC-USD has higher volatility (12.11%) compared to PHYS (7.80%). In terms of maximum drawdown, BTC-USD dropped -85.30% vs PHYS's -48.16%.

PHYS currently has the higher Sharpe Ratio (0.81 vs -0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BTC-USD and PHYS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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