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Value at Risk (VaR) Calculator

Calculate the potential maximum loss of your investment portfolio using RiskMetrics methodology

Calculate Portfolio Value at Risk

$

Total value of your investment portfolio

Anticipated annual return percentage

Standard deviation of portfolio returns

Investment time period

Value at Risk Results

$16,675
Value at Risk
16.67%
% of Portfolio
Risk Level:Moderate
Confidence:95%
Z-Score:1.645
Time Period:1 year(s)

Risk Analysis

⚠️ Balanced risk-return profile. Monitor market conditions and consider diversification.

VaR Comparison Across Confidence Levels

90%

$11,230

11.23% of portfolio

95%

$16,675

16.67% of portfolio

99%

$26,890

26.89% of portfolio

99.9%

$38,350

38.35% of portfolio

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Risk Level Guide

L

Low Risk

VaR ≤ 10% of portfolio

Conservative approach

M

Moderate Risk

VaR 10-20% of portfolio

Balanced risk-return

H

High Risk

VaR 20-30% of portfolio

Aggressive strategy

V

Very High Risk

VaR > 30% of portfolio

Speculative investments

VaR Tips

💡

Higher confidence levels show more extreme potential losses

💡

VaR assumes normal distribution of returns

💡

Consider stress testing for extreme market conditions

💡

Diversification can help reduce portfolio VaR

Understanding Value at Risk (VaR)

What is Value at Risk?

Value at Risk (VaR) is a statistical measure that quantifies the potential maximum loss of an investment portfolio over a specific time period at a given confidence level. It answers the question: "What is the worst expected loss over a target horizon within a given confidence interval?"

Why is VaR Important?

  • Risk quantification and comparison across portfolios
  • Regulatory compliance for financial institutions
  • Portfolio optimization and capital allocation
  • Risk management and position sizing decisions

RiskMetrics Formula

VaR = |Expected Return - (Z-score × √Time × Volatility)| × Portfolio Value

  • Expected Return: Anticipated portfolio return (annualized %)
  • Z-score: Statistical value corresponding to confidence level
  • Volatility: Standard deviation of portfolio returns (annualized %)
  • Time: Investment horizon (years)
  • Portfolio Value: Total market value of investments ($)

Note: VaR assumes normal distribution of returns and may underestimate risk during extreme market conditions or black swan events.

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