Microstructure#366tier 2experimental liveNew

vix contango regime long

cadence: Dailydata: 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 →

What it checks

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.

Mechanism

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 production champion data for this family yet. Stats appear once the discovery pipeline promotes at least one strategy with this family tag, or once a multi-family blend that includes it earns a champion slot.

Signal rule

VIX/VIX3M < 0.95 / 0.90 (T+1) -> LONG risk-on equity (SPY/QQQ/IWM/Mag-7 basket) for 10/21 trading days.

Data dependencies

  • daily_prices

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

  • vix_prices

    Worker data table — see services/worker schema.

Expected edge

Paper alpha
+6-12%/yr conditional
Paper window
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