PortfoliosLab logoPortfoliosLab logo
WMT vs. BTC-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

WMT vs. BTC-USD - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, WMT achieves a 9.07% return, which is significantly higher than BTC-USD's -27.32% return. Over the past 10 years, WMT has underperformed BTC-USD with an annualized return of 19.77%, while BTC-USD has yielded a comparatively higher 57.32% annualized return.


WMT

1D
0.45%
1M
-7.93%
YTD
9.07%
6M
4.13%
1Y
28.71%
3Y*
34.18%
5Y*
22.42%
10Y*
19.77%

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

WMT vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WMT
Walmart Inc.
9.07%24.49%73.99%12.88%-0.46%1.97%23.32%30.16%-3.43%46.56%
BTC-USD
Bitcoin
-27.32%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between WMT and BTC-USD is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.05

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

0.07

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

0.09

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

0.06

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

0.04

The correlation between WMT and BTC-USD shifts across timeframes, from -0.05 (1 year) to 0.09 (5 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

WMT vs. BTC-USD — Risk / Return Rank

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

WMT
WMT Risk / Return Rank: 7676
Overall Rank
WMT Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
WMT Sortino Ratio Rank: 7373
Sortino Ratio Rank
WMT Omega Ratio Rank: 7474
Omega Ratio Rank
WMT Calmar Ratio Rank: 7575
Calmar Ratio Rank
WMT Martin Ratio Rank: 8080
Martin Ratio Rank

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
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.

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

This table presents a comparison of risk-adjusted performance metrics for Walmart Inc. (WMT) 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.

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.


WMTBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.15

Sortino ratioReturn per unit of downside risk

+3.10

Omega ratioGain probability vs. loss probability

1.23

0.87

+0.37

Calmar ratioReturn relative to maximum drawdown

1.83

-0.78

+2.61

Martin ratioReturn relative to average drawdown

5.82

-1.36

+7.18

WMT vs. BTC-USD - Sharpe Ratio Comparison

The current WMT Sharpe Ratio is 1.22, which is higher than the BTC-USD Sharpe Ratio of -0.93. The chart below compares the historical Sharpe Ratios of WMT 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.


Loading charts...

Drawdowns

WMT vs. BTC-USD - Drawdown Comparison

The maximum WMT drawdown since its inception was -77.14%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for WMT and BTC-USD.


Loading charts...

Drawdown Indicators


WMTBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-77.14%

-85.30%

+8.16%

Max Drawdown (1Y)

Largest decline over 1 year

-15.75%

-51.21%

+35.46%

Max Drawdown (3Y)

Largest decline over 3 years

-21.93%

-51.21%

+29.28%

Max Drawdown (5Y)

Largest decline over 5 years

-25.74%

-76.67%

+50.93%

Max Drawdown (10Y)

Largest decline over 10 years

-25.74%

-83.80%

+58.06%

Current Drawdown

Current decline from peak

-9.81%

-49.01%

+39.20%

Average Drawdown

Average peak-to-trough decline

-14.63%

-42.35%

+27.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.94%

35.02%

-30.08%

Volatility

WMT vs. BTC-USD - Volatility Comparison

The current volatility for Walmart Inc. (WMT) is 9.86%, while Bitcoin (BTC-USD) has a volatility of 12.11%. This indicates that WMT 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.


Loading charts...

Volatility by Period


WMTBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.86%

12.11%

-2.25%

Volatility (6M)

Calculated over the trailing 6-month period

18.49%

34.59%

-16.10%

Volatility (1Y)

Calculated over the trailing 1-year period

23.67%

35.62%

-11.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.68%

44.71%

-23.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.73%

56.62%

-34.89%

Frequently Asked Questions


WMT and BTC-USD have a correlation of -0.05, 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 WMT (9.86%). In terms of maximum drawdown, WMT dropped -77.14% vs BTC-USD's -85.30%.

WMT currently has the higher Sharpe Ratio (1.22 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 WMT and BTC-USD

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

Open Portfolio Optimizer