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

Performance

BTC-USD vs. VPU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bitcoin (BTC-USD) and Vanguard Utilities ETF (VPU). 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 -28.54% return, which is significantly lower than VPU's 2.68% return. Over the past 10 years, BTC-USD has outperformed VPU with an annualized return of 59.68%, while VPU has yielded a comparatively lower 8.85% annualized return.


BTC-USD

1D
-1.22%
1M
-22.47%
YTD
-28.54%
6M
-31.02%
1Y
-40.89%
3Y*
33.16%
5Y*
10.82%
10Y*
59.68%

VPU

1D
-1.87%
1M
-2.65%
YTD
2.68%
6M
3.11%
1Y
10.68%
3Y*
12.74%
5Y*
8.91%
10Y*
8.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTC-USD vs. VPU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BTC-USD
Bitcoin
-28.54%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%
VPU
Vanguard Utilities ETF
2.68%16.46%23.04%-7.45%1.06%17.40%-0.74%24.89%4.38%12.44%

Correlation

The correlation between BTC-USD and VPU is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.13

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

0.12

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

0.11

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

0.07

Correlation (All Time)
Calculated using the full available price history since Sep 24, 2012

0.04

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Return for Risk

BTC-USD vs. VPU — 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: 2828
Overall Rank
BTC-USD Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3333
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3333
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 4646
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 1616
Martin Ratio Rank

VPU
VPU Risk / Return Rank: 2323
Overall Rank
VPU Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
VPU Sortino Ratio Rank: 2222
Sortino Ratio Rank
VPU Omega Ratio Rank: 2222
Omega Ratio Rank
VPU Calmar Ratio Rank: 2727
Calmar Ratio Rank
VPU Martin Ratio Rank: 2222
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. VPU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bitcoin (BTC-USD) and Vanguard Utilities ETF (VPU). 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.


BTC-USDVPUDifference
Sharpe ratioReturn per unit of total volatility

-1.70

Sortino ratioReturn per unit of downside risk

-2.45

Omega ratioGain probability vs. loss probability

0.86

1.14

-0.27

Calmar ratioReturn relative to maximum drawdown

-0.80

1.20

-2.00

Martin ratioReturn relative to average drawdown

-1.42

2.66

-4.08

BTC-USD vs. VPU - Sharpe Ratio Comparison

The current BTC-USD Sharpe Ratio is -0.95, which is lower than the VPU Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of BTC-USD and VPU, 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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Sharpe Ratios by Period


BTC-USDVPUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.95

0.75

-1.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.52

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

0.46

+0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

1.13

0.53

+0.60

Drawdowns

BTC-USD vs. VPU - Drawdown Comparison

The maximum BTC-USD drawdown since its inception was -85.30%, which is greater than VPU's maximum drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for BTC-USD and VPU.


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Drawdown Indicators


BTC-USDVPUDifference

Max Drawdown

Largest peak-to-trough decline

-85.30%

-46.31%

-38.99%

Max Drawdown (1Y)

Largest decline over 1 year

-51.21%

-8.90%

-42.31%

Max Drawdown (3Y)

Largest decline over 3 years

-51.21%

-17.34%

-33.87%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

-25.15%

-51.52%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

-36.42%

-47.38%

Current Drawdown

Current decline from peak

-49.86%

-7.71%

-42.15%

Average Drawdown

Average peak-to-trough decline

-42.32%

-7.78%

-34.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.46%

4.02%

+30.44%

Volatility

BTC-USD vs. VPU - Volatility Comparison

Bitcoin (BTC-USD) has a higher volatility of 11.59% compared to Vanguard Utilities ETF (VPU) at 5.56%. This indicates that BTC-USD's price experiences larger fluctuations and is considered to be riskier than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTC-USDVPUDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.59%

5.56%

+6.03%

Volatility (6M)

Calculated over the trailing 6-month period

34.53%

11.53%

+23.00%

Volatility (1Y)

Calculated over the trailing 1-year period

35.67%

14.38%

+21.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.95%

17.07%

+27.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.71%

19.14%

+37.57%

Frequently Asked Questions


BTC-USD and VPU have a correlation of 0.13, 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 (11.59%) compared to VPU (5.56%). In terms of maximum drawdown, BTC-USD dropped -85.30% vs VPU's -46.31%.

VPU currently has the higher Sharpe Ratio (0.75 vs -0.95), 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.

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