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

Performance

WT vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Inc. (WT) 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, WT achieves a 47.93% return, which is significantly higher than BTC-USD's -26.27% return. Over the past 10 years, WT has underperformed BTC-USD with an annualized return of 8.07%, while BTC-USD has yielded a comparatively higher 57.23% annualized return.


WT

1D
3.99%
1M
-9.29%
YTD
47.93%
6M
52.43%
1Y
80.10%
3Y*
36.20%
5Y*
22.72%
10Y*
8.07%

BTC-USD

1D
1.71%
1M
-20.43%
YTD
-26.27%
6M
-28.52%
1Y
-39.20%
3Y*
36.94%
5Y*
9.74%
10Y*
57.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WT vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WT
WisdomTree Inc.
47.93%17.38%53.55%29.56%-8.94%16.57%14.13%-25.75%-46.31%16.47%
BTC-USD
Bitcoin
-26.27%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between WT and BTC-USD is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.32

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

0.23

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

0.22

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

0.13

Correlation (All Time)
Calculated using the full available price history since Sep 28, 2012

0.09

Over the past year, WT and BTC-USD have become more correlated (0.32) than their long-term average of 0.09, meaning their price movements have been converging.

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Return for Risk

WT vs. BTC-USD — Risk / Return Rank

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

WT
WT Risk / Return Rank: 8585
Overall Rank
WT Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
WT Sortino Ratio Rank: 8787
Sortino Ratio Rank
WT Omega Ratio Rank: 8383
Omega Ratio Rank
WT Calmar Ratio Rank: 8383
Calmar Ratio Rank
WT Martin Ratio Rank: 8282
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 3434
Overall Rank
BTC-USD Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3737
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3535
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 5151
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 3030
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.

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

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


WTBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.98

Sortino ratioReturn per unit of downside risk

+4.01

Omega ratioGain probability vs. loss probability

1.31

0.87

+0.44

Calmar ratioReturn relative to maximum drawdown

2.90

-0.77

+3.67

Martin ratioReturn relative to average drawdown

6.89

-1.33

+8.22

WT vs. BTC-USD - Sharpe Ratio Comparison

The current WT Sharpe Ratio is 2.07, which is higher than the BTC-USD Sharpe Ratio of -0.92. The chart below compares the historical Sharpe Ratios of WT 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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Drawdowns

WT vs. BTC-USD - Drawdown Comparison

The maximum WT drawdown since its inception was -99.92%, which is greater than BTC-USD's maximum drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for WT and BTC-USD.


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Drawdown Indicators


WTBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-99.92%

-85.30%

-14.62%

Max Drawdown (1Y)

Largest decline over 1 year

-26.67%

-51.21%

+24.54%

Max Drawdown (3Y)

Largest decline over 3 years

-36.94%

-51.21%

+14.27%

Max Drawdown (5Y)

Largest decline over 5 years

-36.94%

-76.67%

+39.73%

Max Drawdown (10Y)

Largest decline over 10 years

-83.95%

-83.80%

-0.15%

Current Drawdown

Current decline from peak

-12.50%

-48.27%

+35.77%

Average Drawdown

Average peak-to-trough decline

-60.16%

-42.36%

-17.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.20%

35.16%

-23.96%

Volatility

WT vs. BTC-USD - Volatility Comparison

The current volatility for WisdomTree Inc. (WT) is 11.00%, while Bitcoin (BTC-USD) has a volatility of 11.97%. This indicates that WT 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


WTBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.00%

11.97%

-0.97%

Volatility (6M)

Calculated over the trailing 6-month period

31.11%

34.64%

-3.53%

Volatility (1Y)

Calculated over the trailing 1-year period

37.43%

35.59%

+1.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.39%

44.57%

-12.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.93%

56.61%

-13.68%

Frequently Asked Questions


WT and BTC-USD have a correlation of 0.32, 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 (11.97%) compared to WT (11.00%). In terms of maximum drawdown, WT dropped -99.92% vs BTC-USD's -85.30%.

WT currently has the higher Sharpe Ratio (2.07 vs -0.92), 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 WT and BTC-USD

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