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Value at Risk (VaR)

Value at Risk at confidence 1−α and horizon h is the threshold L such that P(loss > L) = α over horizon h. Common parameterizations: 1-day 95% VaR, 10-day 99% VaR (Basel). Three estimation methods: parametric (assume Gaussian), historical simulation (empirical quantile), and Monte Carlo. Each makes different assumptions about the return distribution.

By Orbyd Editorial · AI Fin Hub Team

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Definition

Value at Risk (VaR)

Value at Risk at confidence 1−α and horizon h is the threshold L such that P(loss > L) = α over horizon h. Common parameterizations: 1-day 95% VaR, 10-day 99% VaR (Basel). Three estimation methods: parametric (assume Gaussian), historical simulation (empirical quantile), and Monte Carlo. Each makes different assumptions about the return distribution.

Why it matters

VaR is the regulator's risk number. Basel capital, broker-dealer margin, and most institutional risk limits are written against it. The catch: VaR is a single quantile, not the loss distribution. Two portfolios with identical VaR can have wildly different expected losses beyond VaR — which is what expected shortfall fixes.

How it works

Pick horizon, confidence level, and method. Historical: take the empirical α-quantile of the past N-period returns. Parametric: assume returns are Gaussian, VaR = μ − z_α · σ. Monte Carlo: simulate paths from a chosen model, take the empirical quantile of simulated PnL. Backtest: count exceedances; significantly more or fewer than the expected α·N is a model rejection.

Example

Equity portfolio, 1-day 95% VaR, parametric

Daily mean return μ

0.04%

Daily volatility σ

1.1%

z_0.95

1.645

VaR (95%, 1-day)

1.645 × 1.1% − 0.04% = 1.77%

On a $10M portfolio, VaR is roughly $177k. Roughly five days a quarter you should expect to lose more than that. If you see ten, the model is wrong.

Key Takeaways

1

VaR is a quantile, not an expectation; the average loss given a breach can be much larger.

2

Historical VaR fails when the future doesn't look like the recent past.

3

VaR backtesting (Kupiec, Christoffersen) catches mis-specified models — use it.

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FAQ

Questions people ask next

The short answers readers usually want after the first pass.

Because it can violate sub-additivity — the VaR of a portfolio can exceed the sum of the component VaRs, which contradicts the intuition that diversification reduces risk. Expected shortfall fixes this by being a coherent risk measure.

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Planning estimates only — not financial, tax, or investment advice.