elVar
Last modified in version : -
Purpose : retrieve the value at risk (VaR) of an instrument or of a portfolio
Summary
The elVar function retrieves the value at risk for a list of instruments.
Examples
=elVar("positions","US0378331005")
Retrieves the value at risk of an Apple share using the default calculation parameters.
=elVar("positions",A2:A10)
Retrieves the value at risk of a list of instruments provided in cells A2 to A10.
=elVar("positions","US0378331005",,,30)
Retrieves the value at risk of an Apple share over a horizon of 30 days.
=elVar("portfolio",C11:C50)
Retrieves the aggregate value at risk of a portfolio whose positions are in cells C11 to C50.
=elVar("portfolio", C11:C50,, "CHF", 30, 0.99, "historicalInnovations")
Retrieves the aggregate value at risk of a portfolio in CHF using a risk horizon of 30 days, a confidence level of 99% and historical innovation that is the model from which the assets’ risk factors are drawn.
=elVar("contributions", C11:C50,, "CHF", 30, 0.99, "historicalInnovations")
Retrieves the contribution of each position located in C11:C50 to the aggregated value at risk of a portfolio in CHF. The function uses a risk horizon of 30 days, a confidence level of 99% and historical innovation that is the model from which the assets’ risk factors are drawn.
Syntax
elVar(CalculationLevel, AssetIDs[], Quantities[], Currency,
RiskHorizon, ConfidenceLevel, ScenarioType,
MeasureType, Annualized)
Argument name | Default | Description |
---|---|---|
CalculationsLevel | The granularity at which the results should be calculated (individual asset, portfolio). | |
AssetIDs | Single or multiple asset identifiers (ISIN, FIGI, currency ISO, Edgelab ID). | |
Quantities (Optional) | 1 | Asset quantities in the same orders as the specified asset ids. |
Currency (Optional) | local | The ISO code of the reference currency for deriving the calculation results. Specify “local” to use the instruments native currency where appropriate. It is mandatory to specify a currency when the granularity is “portfolio”. |
RiskHorizon (Optional) | 10 | The time interval over which the risks are estimated (i.e. between now and now + risk-horizon). |
ConfidenceLevel (Optional) | 0.95 | The confidence level for the tail statistics estimators VaR and ES. It is number in percent between 85 and 99 [%]. |
ScenarioType (Optional) | historicalInnovations | How the possible scenarios for the asset prices are computed. |
MeasureType (Optional) | relative | Whether the result should be normalized. The input should be “relative” or “absolute”. “True” or “False” are still supported for the moment. |
Annualized (Optional) | true | Whether the result should be expressed as an annualized figure. True or False. |