The Analytical (Variance-Covariance) Method for Estimating Value at Risk (VaR)

One way to estimate VaR is the analytical method, also called the variance-covariance method.

This method assumes a normal distribution of portfolio returns, which requires estimating the expected return and standard deviation of returns for each asset. As the number of securities in a portfolio increases, these calculations can become unwieldy. As a result, a simplifying assumption of zero expected return is sometimes made. This assumption has little effect on the outcome for short-term (daily) VaR calculations but is inappropriate for longer-term measures of VaR.

The advantage of this method is its simplicity. The disadvantage is that the assumption of a normal return distribution can be unrealistic.

For more information, see all articles on: Governance, Portfolio Management, Risk Management

See also:
  • The Monte Carlo Method for Estimating Value at Risk (VaR)
  • Asset Allocation Optimization Using Resampled Efficient Frontiers
  • Mean-Variance Optimizers in Asset Allocation
  • Tools for Setting Capital Market Expectations
  • The Historical Method for Estimating Value at Risk (VaR)
  • Technical Analysis Explained : The Successful Investor's Guide to Spotting Investment Trends and Turning Points

    The Intelligent Investor: The Classic Text on Value Investing

    Financial Statement Analysis: A Practitioner's Guide, 3rd Edition

    Managing Investment Portfolios: A Dynamic Process (CFA Institute Investment Series)

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