VTS vs. BX
VTS (Vitesse Energy Inc) and BX (The Blackstone Group Inc.) are both stocks. VTS operates in Oil & Gas E&P (Energy), while BX operates in Asset Management (Financial Services). Over the past 3 years, VTS returned -1.56%/yr vs 10.78%/yr for BX. At a 0.26 correlation, their price movements are largely independent.
Performance
VTS vs. BX - Performance Comparison
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Returns By Period
In the year-to-date period, VTS achieves a -6.29% return, which is significantly higher than BX's -26.95% return.
VTS
- 1D
- -3.23%
- 1M
- -7.49%
- YTD
- -6.29%
- 6M
- -15.12%
- 1Y
- -10.55%
- 3Y*
- -1.56%
- 5Y*
- —
- 10Y*
- —
BX
- 1D
- -4.03%
- 1M
- -10.41%
- YTD
- -26.95%
- 6M
- -25.69%
- 1Y
- -17.79%
- 3Y*
- 10.78%
- 5Y*
- 7.01%
- 10Y*
- 20.78%
VTS vs. BX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
VTS Vitesse Energy Inc | -6.29% | -15.20% | 24.25% | 66.54% |
BX The Blackstone Group Inc. | -26.95% | -7.84% | 35.07% | 57.87% |
Correlation
The correlation between VTS and BX is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jan 18, 2023 | 0.26 |
The correlation between VTS and BX shifts across timeframes, from 0.12 (1 year) to 0.27 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
VTS:
$707.35M
BX:
$86.42B
VTS:
-$0.49
BX:
$3.90
VTS:
2.56
BX:
5.76
VTS:
1.24
BX:
10.32
VTS:
$275.23M
BX:
$14.99B
VTS:
$31.71M
BX:
$13.12B
VTS:
$138.51M
BX:
$7.37B
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Return for Risk
VTS vs. BX — Risk / Return Rank
VTS
BX
VTS vs. BX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vitesse Energy Inc (VTS) and The Blackstone Group Inc. (BX). 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.
| VTS | BX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.32 | -0.53 | +0.21 |
Sortino ratioReturn per unit of downside risk | -0.24 | -0.57 | +0.33 |
Omega ratioGain probability vs. loss probability | 0.97 | 0.93 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | -0.40 | +0.07 |
Martin ratioReturn relative to average drawdown | -0.58 | -0.76 | +0.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VTS | BX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.32 | -0.53 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.18 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.27 | +0.17 |
Drawdowns
VTS vs. BX - Drawdown Comparison
The maximum VTS drawdown since its inception was -31.97%, smaller than the maximum BX drawdown of -87.62%. Use the drawdown chart below to compare losses from any high point for VTS and BX.
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Drawdown Indicators
| VTS | BX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.97% | -87.62% | +55.65% |
Max Drawdown (1Y)Largest decline over 1 year | -31.97% | -44.76% | +12.79% |
Max Drawdown (3Y)Largest decline over 3 years | -31.97% | -46.50% | +14.53% |
Max Drawdown (5Y)Largest decline over 5 years | — | -49.29% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -49.29% | — |
Current DrawdownCurrent decline from peak | -29.33% | -41.69% | +12.36% |
Average DrawdownAverage peak-to-trough decline | -10.22% | -25.70% | +15.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.29% | 23.49% | -5.20% |
Volatility
VTS vs. BX - Volatility Comparison
Vitesse Energy Inc (VTS) has a higher volatility of 9.15% compared to The Blackstone Group Inc. (BX) at 8.58%. This indicates that VTS's price experiences larger fluctuations and is considered to be riskier than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTS | BX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.15% | 8.58% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 25.15% | 27.10% | -1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.83% | 33.63% | -0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.29% | 39.18% | -2.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.29% | 35.67% | +0.62% |
Dividends
VTS vs. BX - Dividend Comparison
VTS's dividend yield for the trailing twelve months is around 12.04%, more than BX's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BX The Blackstone Group Inc. | 4.51% | 3.04% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 6.14% | 11.76% |
VTS Vitesse Energy Inc | 12.04% | 11.68% | 8.30% | 9.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
VTS vs. BX - Financials Comparison
This section allows you to compare key financial metrics between Vitesse Energy Inc and The Blackstone Group Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
VTS vs. BX - Profitability Comparison
VTS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vitesse Energy Inc reported a gross profit of 0.00 and revenue of 67.41M. Therefore, the gross margin over that period was 0.0%.
BX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Blackstone Group Inc. reported a gross profit of 4.04B and revenue of 4.10B. Therefore, the gross margin over that period was 98.5%.
VTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vitesse Energy Inc reported an operating income of 5.91M and revenue of 67.41M, resulting in an operating margin of 8.8%.
BX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Blackstone Group Inc. reported an operating income of 1.59B and revenue of 4.10B, resulting in an operating margin of 38.8%.
VTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vitesse Energy Inc reported a net income of -42.28M and revenue of 67.41M, resulting in a net margin of -62.7%.
BX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Blackstone Group Inc. reported a net income of 649.73M and revenue of 4.10B, resulting in a net margin of 15.8%.
Frequently Asked Questions
VTS and BX have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTS has higher volatility (9.15%) compared to BX (8.58%). In terms of maximum drawdown, VTS dropped -31.97% vs BX's -87.62%.
VTS currently has the higher Sharpe Ratio (-0.32 vs -0.53), 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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