Macro#426tier 1live in productionNew

vix term structure carry

cadence: Dailydata: lowlong onlyshort onlylong short
paper
2017
Source
Eraker, B., & Wu, Y. (2017). "Explaining the Negative Returns to Volatility Claims: An Equilibrium Approach." Journal of Financial Economics, 125(1), 72-98.
Read the paper โ†’

What it checks

Daily roll-yield between front-month and second-month VIX futures. The bigger the contango, the better the short-vol carry trade.

Mechanism

log(VX2/VX1) front-month roll-down carry. Steep contango pays the short-vol carry; backwardation pays long-vol.

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

long SPY-like when log(VX2/VX1) >= +0.03 (contango); long VXX-like when <= -0.03 (backwardation); hold 5/10/21d

Data dependencies

  • vix_term_structure

    Worker data table, see services/worker schema.

  • daily_prices

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

Expected edge

Paper alpha
~5-12%/yr short-vol carry
Paper Sharpe
~0.8
Paper window
T+1 to T+21d

Eraker-Wu 2017 JFE: ~5-15%/yr on short-VXX, ~3-7%/yr on SPY-timed.

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 term structure carry 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