Price & Market BehaviorExtended setexperimental liveNew

VIX Contango Regime Long

Updated dailyData needs: lowlong only
paper
2017
Source
Johnson, T.L. (2017). "Risk Premia and the VIX Term Structure." Journal of Financial and Quantitative Analysis, 52(6), 2461-2490. Combined with Konstantinidi-Skiadopoulos 2016 RFS.
Read the paper →

In plain terms

When the 30-day VIX is meaningfully below the 90-day VIX (steep contango, ratio < 0.95), the equity market is in a calm risk-on regime. Go long SPY or high-beta names for 2-4 weeks.

How it works

When the VIX term structure is in steep contango (VIX/VIX3M < 0.95), vol-of-vol is low and short-dated implied vol premium is being paid by hedgers — a classic risk-on regime for equities. The literature documents +6-12%/yr return on the SPY long leg conditioned on steep contango vs the all-period baseline.

No live results for this strategy yet. Charts appear once it has earned a top spot on at least one stock, either on its own or as part of a blend of several strategies.
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Data dependencies

  • Daily prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • Vix prices

    A data feed this strategy reads, refreshed on its normal schedule.

Expected edge

Reported return
+6-12%/yr conditional
Tested over
T+1 to T+21d

+6-12%/yr conditional on steep contango (Johnson 2017).

Example tickers where this is likely to fire

Illustrative only, the signal fires based on the live data, not a fixed list.

Related families

Explore VIX Contango Regime Long on alphactor.ai

See which tickers this family is currently firing on, with live signals and rankings.

For informational and educational purposes only. Not financial advice. Learn more