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

Performance

VEXAX vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Extended Market Index Fund Admiral Shares (VEXAX) and Bitcoin (BTC-USD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VEXAX achieves a 11.26% return, which is significantly higher than BTC-USD's -28.54% return. Over the past 10 years, VEXAX has underperformed BTC-USD with an annualized return of 11.69%, while BTC-USD has yielded a comparatively higher 59.68% annualized return.


VEXAX

1D
-3.30%
1M
1.02%
YTD
11.26%
6M
9.73%
1Y
24.34%
3Y*
18.43%
5Y*
6.07%
10Y*
11.69%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VEXAX vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VEXAX
Vanguard Extended Market Index Fund Admiral Shares
11.26%11.42%15.47%26.95%-26.46%12.45%32.22%28.03%-9.37%18.11%
BTC-USD
Bitcoin
-28.54%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between VEXAX and BTC-USD is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.42

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

0.33

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

0.35

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

0.21

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

0.15

Over the past year, VEXAX and BTC-USD have become more correlated (0.42) than their long-term average of 0.15, meaning their price movements have been converging.

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Return for Risk

VEXAX vs. BTC-USD — Risk / Return Rank

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

VEXAX
VEXAX Risk / Return Rank: 3535
Overall Rank
VEXAX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
VEXAX Sortino Ratio Rank: 2828
Sortino Ratio Rank
VEXAX Omega Ratio Rank: 2727
Omega Ratio Rank
VEXAX Calmar Ratio Rank: 4848
Calmar Ratio Rank
VEXAX Martin Ratio Rank: 4444
Martin Ratio Rank

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
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.

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

This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund Admiral Shares (VEXAX) and Bitcoin (BTC-USD). 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.


VEXAXBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.44

Sortino ratioReturn per unit of downside risk

+3.45

Omega ratioGain probability vs. loss probability

1.26

0.86

+0.40

Calmar ratioReturn relative to maximum drawdown

2.54

-0.80

+3.34

Martin ratioReturn relative to average drawdown

8.96

-1.42

+10.37

VEXAX vs. BTC-USD - Sharpe Ratio Comparison

The current VEXAX Sharpe Ratio is 1.49, which is higher than the BTC-USD Sharpe Ratio of -0.95. The chart below compares the historical Sharpe Ratios of VEXAX and BTC-USD, 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


VEXAXBTC-USDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.49

-0.95

+2.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

0.20

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.87

-0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

1.13

-0.76

Drawdowns

VEXAX vs. BTC-USD - Drawdown Comparison

The maximum VEXAX drawdown since its inception was -58.08%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for VEXAX and BTC-USD.


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Drawdown Indicators


VEXAXBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-58.08%

-85.30%

+27.22%

Max Drawdown (1Y)

Largest decline over 1 year

-10.25%

-51.21%

+40.96%

Max Drawdown (3Y)

Largest decline over 3 years

-26.84%

-51.21%

+24.37%

Max Drawdown (5Y)

Largest decline over 5 years

-36.33%

-76.67%

+40.34%

Max Drawdown (10Y)

Largest decline over 10 years

-41.62%

-83.80%

+42.18%

Current Drawdown

Current decline from peak

-3.30%

-49.86%

+46.56%

Average Drawdown

Average peak-to-trough decline

-12.18%

-42.32%

+30.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.90%

34.46%

-31.56%

Volatility

VEXAX vs. BTC-USD - Volatility Comparison

The current volatility for Vanguard Extended Market Index Fund Admiral Shares (VEXAX) is 5.84%, while Bitcoin (BTC-USD) has a volatility of 11.59%. This indicates that VEXAX experiences smaller price fluctuations and is considered to be less risky than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VEXAXBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.84%

11.59%

-5.75%

Volatility (6M)

Calculated over the trailing 6-month period

12.93%

34.53%

-21.60%

Volatility (1Y)

Calculated over the trailing 1-year period

17.53%

35.67%

-18.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.39%

44.95%

-22.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.38%

56.71%

-34.33%

Frequently Asked Questions


VEXAX and BTC-USD have a correlation of 0.42, 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 VEXAX (5.84%). In terms of maximum drawdown, VEXAX dropped -58.08% vs BTC-USD's -85.30%.

VEXAX currently has the higher Sharpe Ratio (1.49 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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