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Value at Risk - Statistical Background

The document provides a comprehensive overview of Value at Risk (VaR), defining it as the 100p-th percentile of a random variable X, with practical applications for normal, lognormal, and Pareto distributions. It includes examples demonstrating how to calculate VaR for different distributions and emphasizes the importance of sample size when estimating VaR from data. Additionally, it discusses the implications of VaR in risk management and capital requirements.

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Niko Naraubhaya
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0% found this document useful (0 votes)
3 views38 pages

Value at Risk - Statistical Background

The document provides a comprehensive overview of Value at Risk (VaR), defining it as the 100p-th percentile of a random variable X, with practical applications for normal, lognormal, and Pareto distributions. It includes examples demonstrating how to calculate VaR for different distributions and emphasizes the importance of sample size when estimating VaR from data. Additionally, it discusses the implications of VaR in risk management and capital requirements.

Uploaded by

Niko Naraubhaya
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Value at Risk

Statistical Background
Dr. Handayani, [Link], MM, MHP, HIA, FLMI, AFSI, AAK, AAIJ, AMRP, FSAI
Value at Risk
When downside risk arises when realizations of 𝑋 are small, we define
the 100𝑝% Value-at-Risk as the solution of 𝑃(𝑋 ≤ 𝑥) = 𝑝. So we have:

100𝑝%ValueatRisk = 𝐹𝑋−1 (𝑝).

Typically, 𝑝 is chosen to be 0.05, 0.025, 0.01, or 0.005 (just like the


significance level for a statistical test). If 𝑝 = 0.01, then only 1 out of
100 times (on average) will the observed value of 𝑋 be less than the
VaR.
Definition of VaR
Definition: The Value at Risk at security level 𝑝 for a random variable 𝑋,
denoted VaR 𝑝 𝑋 , is the 100𝑝𝑡ℎ percentile of 𝑋:

VaR 𝑝 𝑋 = 𝜋𝑝 = 𝐹𝑋−1 𝑝

In practice, 𝑝 is selected to be close to: 95% or 99% or 99.5%.


VaR for Normal and Lognormal Distribution
Let 𝑧𝑝 be the 100𝑝𝑡ℎ percentile of a standard normal distribution.
Then, if 𝑋 is normal, VaR 𝑝 𝑋 = 𝜇 + 𝑧𝑝 𝜎.
VaR reduces to a standard deviation principle.

If 𝑋 is lognormal, then VaR 𝑝 𝑋 = 𝑒 𝜇+𝑧𝑝 𝜎


Example 1
Losses have a lognormal distribution with mean 10 and variance 300.
Calculate the VaR at security levels 95% and 99%.
Solution 1
Let 𝑋 be the loss random variable. We back out parameters μ and σ by
matching moments.
The second moment is 𝑉𝑎𝑟 𝑋 + 𝐸 𝑋 2 = 300 + 102 = 400
The moments of a lognormal are:
𝜇+0.5𝜎 2
𝐸 𝑋 =𝑒
2
𝐸 𝑋2 = 𝑒 2𝜇+2𝜎

𝑉𝑎𝑟 𝑋 = 𝐸 𝑋 2 − 𝐸 𝑋 2
Solution 1
𝜇+0.5𝜎 2
𝑒 = 10 → 𝜇 + 0.5𝜎 2 = ln 10
2𝜇+2𝜎 2
𝑒 = 400 → 2𝜇 + 2𝜎 2 = ln 400

𝜎 2 = ln 400 − 2 ln 10 = 5.9915 − 2 2.3026 = 1.3863


𝜎 = 1.3863 = 1.1774

𝜇 = ln 10 − 0.5𝜎 2 = 2.3026 − 0.5 1.3863 = 1.6094


Solution 1
The 95𝑡ℎ percentile is:
VaR 0.95 = 𝑒 𝜇+1.645𝜎 = 𝑒 1.6094+1.645 1.1774 = 𝟑𝟒. 𝟔𝟖

The 99𝑡ℎ percentile is:


VaR 0.99 = 𝑒 𝜇+2.326𝜎 = 𝑒 1.6094+2.326 1.1774 = 𝟕𝟕. 𝟑𝟔

[Link](95%) = 1.644854
[Link](99%) = 2.326348
Example 2
The returns on an investment follow a normal distribution with mean
7.5% and standard deviation 35%. Find the 10% Value-at-Risk of the
investment return.
Solution 2
Let 𝑅 be the random (one-year) investment return. Then 𝑅 ∼
𝑁(0.075,0.352). We have
𝑟 − 0.075 𝑟 − 0.075
𝐹𝑅 𝑟 = 𝑃 𝑅 ≤ 𝑟 = 𝑃 𝑍 ≤ =𝑁
0.35 0.35

To find the 100𝑝-th percentile of 𝑅, we set 𝐹𝑅 𝑟 = 𝑝:


𝑟 − 0.075
𝑁 =𝑝
0.35
Solution 2
and we have
𝑟 = 0.075 + 0.35𝑁 −1 𝑝

The 10% VaR is:


0.075 + 0.35 −1.28155 = −𝟎. 𝟑𝟕𝟑𝟓𝟒

[Link](10%) = -1.28155
Value at Risk
A very useful rule for computing the percentile of a function of random
variable is the following:

If 𝑌 = 𝑔(𝑋), where 𝑔 is a continuously increasing function, then the


100𝑝-th percentile for 𝑌 is 𝑔(𝑿𝒑 ), where 𝑿𝒑 = 𝑭−𝟏 (𝑝) is the 100𝑝-
th-percentile for 𝑋
Value at Risk
Let us apply the result to redo Example 2. We write
𝑅 = 0.075 + 0.35𝑍

Where 𝑍 ∼ 𝑁 0,1 . Here 𝑔 𝑥 = 0.075 + 0.35𝑥 is strictly increasing.


Since the 10𝑡ℎ percentile of 𝑍 is 𝑁 −1 0,1 = −1.28155, the 10𝑡ℎ
percentile of 𝑅 is 0.075 + 0.35 −1.28155 = −0.37354

If 𝑔 is a continuously decreasing function, then the 100𝑝-th percentile


of 𝑌 is 𝑔(𝑋1−𝑝 ), where 𝑋1−𝑝 = 𝐹 −1 1 − 𝑝
Value at Risk
When the adverse outcomes of 𝑋 correspond to the realization of large
values of 𝑋, 𝑝 is chosen to be close to 1. Typical values are 0.95, 0.975,
0.99, and 0.995. The VaR can be conceived as the amount of capital
required, with a high probability, to protect against insolvency.
Example 3
The operational loss 𝑋 of a line of business can be modelled by a single-
parameter Pareto distribution with the following density function:
𝛼𝜃 𝛼
𝑓 𝑥 = 𝛼+1 , 𝑥≤𝜃
𝑥
Find the 100𝑝% Value-at-Risk of 𝑋.
Solution 3
The cumulative distribution function is
𝑥 𝛼
𝛼𝜃 𝛼 𝜃
F 𝑥 = න 𝛼+1 𝑑𝑦 = 1 − ,𝑥 ≤ 𝜃
𝑦 𝑥
𝜃

𝜃 𝛼
We set F 𝑥 = 𝑝 → 1 − =𝑝
𝑥

𝜃
𝑥= 1/𝛼
1−𝑝
REMINDER
𝑥 𝑥 𝑥
𝛼
𝛼𝜃
න 𝛼+1 𝑑𝑦 = න 𝛼𝜃 𝛼 𝑦 − 𝛼+1 𝑑𝑦 = න 𝛼𝜃 𝛼 𝑦 −𝛼−1 𝑑𝑦
𝑦
𝜃 𝜃 𝜃

𝑦 −𝛼−1+1 𝑥 𝑥
= 𝛼𝜃 𝛼 ቤ = −𝜃 𝑦 ቤ = −𝜃 𝛼 𝑥 −𝛼 − −𝜃 𝛼 𝜃 −𝛼
𝛼 −𝛼
−𝛼 − 1 + 1 𝜃 𝜃
𝛼
𝜃
=1−
𝑥
Value at Risk
If we only have a random sample of risks but not its true distribution, we
can estimate the sample Value-at-Risk by first ranking the data in the
sample and then “picking” the 100𝑝-th percentile.
Value at Risk
For example, if we have a sample with 11 data points, we can estimate
the 50th percentile, the 25th percentile, and the 75th percentile using the
6th, 3rd and the 9th ranked data:
𝑥(1), 𝑥(2), 𝑥(3), 𝑥(4), 𝑥(5), 𝑥(6), 𝑥(7), 𝑥(8), 𝑥(9), 𝑥(10), 𝑥(11),

where 𝑥(1) denotes the smallest realization, and so on. However, it


does not make much sense to estimate the 5% VaR from 11 points.
What we know is that it should be less than the smallest observation
𝑥(1)! To estimate a 100𝑝-th percentile for very small and very large 𝑝, a
large sample is needed
Example 4
The following is the lowest 15 values of a sample of 150 weekly stock
returns:
−0.9704, −0.5105, −0.4713, −0.4669, −0.4340,
−0.4226, −0.4185, −0.4105, −0.3986, −0.3634,
−0.3575, −0.3496, −0.3248, −0.3207, −0.3147.

Estimate the 5% Value-at-Risk of the weekly stock returns.


Solution 4
With a sample size of 150, and with 151 × 0.05 = 7.55, the 5% VaR
should be in between the 7𝑡ℎ and the 8𝑡ℎ ranked data. We can do a
linear interpolation as follows:

(−0.4185) × 0.45 + (−0.4105) × 0.55 = −0.4141,

or to be conservative, we can also take −0.4185 as the 5% VaR.


VaR for Exponential Distribution
For 𝑋 exponential with mean 𝜃, if 𝐹 𝑥 = 𝑝, then:
𝑒 −𝑥Τ𝜃 = 1 − 𝑝
𝑥 = −𝜃 ln 1 − 𝑝

so VaR 𝑝 𝑋 = −𝜃 ln 1 − 𝑝
VaR for Pareto Distribution
For 𝑋 following a two-parameter Pareto distribution with parameters 𝛼
and 𝜃, if 𝐹 𝑥 = 𝑝, then:
𝛼𝜃 𝛼
𝑓 𝑥 = 𝛼+1
, 𝑥≤𝜃
(𝑥 + 𝛼)
𝛼
𝜃
𝐹 𝑥 =1−
𝜃+𝑥
VaR for Pareto Distribution
𝛼
𝜃 𝛼 𝜃 𝜃 1− 1−𝑝
= 1−𝑝 → 𝜃+𝑥 = → 𝑥=
𝜃+𝑥 𝛼
1−𝑝 𝛼
1−𝑝

𝜃 1−𝛼 1−𝑝
VaR 𝑝 𝑋 = 𝛼
1−𝑝
Example 5
Losses follow a Pareto distribution with mean 10 and variance 300.
Calculate the VaR at security levels 95% and 99%.
Solution 5
Let 𝑋 be the loss random variable. We back out parameters α and θ by
matching moments.
The second moment is 𝑉𝑎𝑟 𝑋 + 𝐸 𝑋 2 = 300 + 102 = 400
The moments of a Pareto are:
θ
𝐸 𝑋 = 𝛼>1
α−1
2θ2
𝐸 𝑋2 = 𝛼>2
𝛼−1 𝛼−2

𝑉𝑎𝑟 𝑋 = 𝐸 𝑋 2 − 𝐸 𝑋 2
Solution 5
θ
𝐸 𝑋 = = 10
α−1

2θ2
𝐸 𝑋2 = = 400
𝛼−1 𝛼−2

2
θ θ2
= = 100
α−1 α−1 α−1
Solution 2
We divide the square of the first equation into the second.
2θ2 𝛼−1 𝛼−1 2 𝛼−1
× 2
=4 → =4
𝛼−1 𝛼−2 𝜃 𝛼−2

2𝛼 − 2 = 4𝛼 − 8 → 𝛼 = 3

Plugging this into the equation for 𝐸 𝑋 , we get θ = 20. The 95𝑡ℎ
percentile of the Pareto distribution is 𝑥 such that 𝑆 𝑥 = 0.05.
Solution 5
3 3
𝜃 20
𝑆 𝑥 = = 0.05 → = 0.05
𝜃+𝑥 20 + 𝑥
20 3 20
= 0.05 = 0.368403 → 20 + 𝑥 = = 54.2884
20 + 𝑥 0.368403

VaR 0.95 = 𝑥 = 𝟑𝟒. 𝟐𝟗


Solution 5
Similarly, the 99𝑡ℎ percentile is 𝑥 such that 𝑆 𝑥 = 0.01

3 3
𝜃 20
𝑆 𝑥 = = 0.01 → = 0.01
𝜃+𝑥 20 + 𝑥
20 3
= 0.01 = 0.215443
20 + 𝑥

20
VaR 0.99 =𝑥= − 20 = 𝟕𝟐. 𝟖𝟑
0.215443
Exercise 1
Losses 𝑋 follow a Pareto distribution with parameters 𝛼 = 2 and 𝜃 =
1000. An insurance company pays 𝑌 = 𝑚𝑎𝑥 0, 𝑋 − 2000 for these
losses.
Calculate VaR 0.99 𝑌 .
Solution 1
The 99th percentile is 𝑥 such that 𝑆 𝑥 = 0.01

2 2
𝜃 1000
𝑆 𝑥 = = 0.01 → = 0.01
𝜃+𝑥 1000 + 𝑥
1000
= 0.01 = 0.1
1000 + 𝑥

1000
VaR 0.99 =𝑥= − 1000 = 9000
0.1
Solution 1
𝑌 = 𝑚𝑎𝑥 0, 𝑋 − 2000
𝑌 = 𝑚𝑎𝑥 0,9000 − 2000 → 𝑌 = 𝑚𝑎𝑥 0,7000 = 7000
Exercise 2
Losses 𝑋 follow a paralogistic distribution with 𝛼 = 2 and 𝜃 = 1000.
Calculate VaR 0.99 𝑋 .

Paralogistic distribution:
1/𝛼
−1/𝛼
VaR 𝑝 𝑋 = 𝜃 1−𝑝 −1
𝛼
1
𝑆 𝑥 = 𝛼
1 + 𝑥/𝜃
Solution 2
Method 1

1/𝛼
VaR 𝑝 𝑋 = 𝜃 1−𝑝 −1/𝛼 −1

Substituting 𝑝 = 0.99, 𝛼 = 2, 𝜃 = 1000,


1/2
VaR 0.99 𝑋 = 1000 1 − 0.99 −1/2 −1 = 𝟑𝟎𝟎𝟎
Solution 2
Method 2

We want the 99th percentile, so set 𝐹 𝑥 = 0.99 and solve for 𝑥.


𝑆 𝑥 =1−𝐹 𝑥
2
1
𝐹 𝑥 =1− 2 = 0.99
𝑥
1+
1000
Solution 2
1
2 0.01 = 0.1
𝑥
1+
1000

𝑥 2 𝑥
1+ = 10 → = 9 = 3 → 𝑥 = 𝟑𝟎𝟎𝟎
1000 1000

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