Variance Ratio: Mean Reversion Tendency

The Variance Ratio test is a statistical method for detecting whether a time series follows a random walk or exhibits mean-reverting characteristics. It complements the Hurst Exponent by providing an independent measure of mean reversion tendency.

The Concept

In a random walk, variance increases linearly with time. If you look at 5-day returns, their variance should be approximately 5 times the variance of 1-day returns. The Variance Ratio tests this relationship.

Variance Ratio = Var(k-period returns) / (k × Var(1-period returns))

Interpretation

Variance Ratio Values
  • VR < 1.0 - Mean reversion: variance grows slower than expected
  • VR = 1.0 - Random walk: variance grows as expected
  • VR > 1.0 - Momentum/trending: variance grows faster than expected

When the Variance Ratio is below 1.0, it indicates that returns tend to reverse—an up day is more likely to be followed by a down day, and vice versa. This is exactly the behavior mean reversion strategies seek to exploit.

Platform Implementation

QuanterLab calculates the Variance Ratio using a 5-period lag. The scoring converts VR values to a 0-100 scale:

  • VR ≤ 0.7 - Score: 100 (strong mean reversion)
  • VR = 1.0 - Score: 50 (neutral)
  • VR ≥ 1.3 - Score: 0 (momentum behavior, not suitable)

Combined with Hurst Exponent

While both metrics detect mean reversion, they use different mathematical approaches. A security showing low Hurst Exponent AND low Variance Ratio provides stronger evidence of mean-reverting behavior than either metric alone.

Platform Weighting

In the daily composite score, Variance Ratio receives a 15% weight, contributing to the overall assessment alongside Hurst (25%), RSI win rate (25%), and other factors.

Advantages of Variance Ratio

  • Simple to calculate and interpret
  • Independent validation of Hurst Exponent findings
  • Directly measures the core property mean reversion exploits
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