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Ryan O'Connell, CFA, FRM

Ryan O'Connell, CFA, FRM

76,000 subscribers

โฑ ๐Ÿ‘ 44,455 views

Parametric Method: Value at Risk (VaR) In Excel

Video Overview & Insights

Ryan O'Connell, CFA, FRM explains how to calculate Value at Risk (VaR) in Excel using the parametric method (variance-covariance method).

๐Ÿ“ˆ See Why I Recommend This Broker: https://ryano.finance/ibkr-overview

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๐Ÿ’พ Download Free Excel File Here: https://ryanoconnellfinance.com/product/parametric-method-value-at-risk-var-excel-template/

โ€” @RyanOConnellCFA

๐Ÿ“ˆ *See Why I Recommend This Broker:* https://ryano.finance/ibkr-overview

๐ŸŽ“ *Get 25% Off CFA Courses (Featuring My Videos!) โ€” Use code RYAN25 here:*

Hello! Thank you for the video! What is the difference between this method and the Monte Carlo VAR? Thank you :)

โ€” @carolinamartins3195

๐Ÿ‘‰ https://ryano.finance/cfa

๐Ÿ’พ Download Free Excel File:

Best explain on YouTube that I watched! Thank you so much!

โ€” @Tyokok

โ–บ Grab the file from this video here: https://ryanoconnellfinance.com/product/parametric-method-value-at-risk-var-excel-template/

Chapters:

Well explained.,, cant stop watching and practicing

โ€” @FawadBahij

0:00 - Calculate Daily Returns Using Yahoo! Finance

0:43 - Calculate Security Standard Deviation and Covariance

Thank you. I am a CFA Charter holder as well, and now studying the FRM

โ€” @Jnealt12

2:35 - Create Assumptions for Portfolio

2:58 - Calculate Variance and Standard Deviation of Portfolio

Good Job, man!

โ€” @luisantoniosilva5559

4:04 - Calculate Value at Risk (VaR) In Excel (Parametric Method)

Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.

you're incredible!! What should I do if I have more than 2 stocks? Would I include an additional term in the covariance formula?

โ€” @maluvillela6298

More User Perspectives

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How come sometime they omit the mean I.e have the mean 0 for Var

@jayjayf9699
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Very helpful. I do have a question. I think the VaR calculation in cell I8 should have had a negative sign in front of everything. In that case, it will come out as a positive number. So that $2864 is not loss but a gain. Is that correct?

@tianningli710
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Why is the square root not taken in covariance when annulising the value?

@maftab979
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what would I do without you? thank you. you will remain in my prayers for the rest of my life.

@StraitProtein
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I think you missed the second term of the equation in the prtfolio variance?

@claudiaaristizabal2804
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Hi Ryan I really appreciate the content - Ive used it to self study most of my finance degree!

Do you know of a method to implement stop-loss orders into this VaR method? Iโ€™m struggling because, based on the period and management structure in question, theres a certain risk of lost return potential.

Thank you again!

@pureloor8634
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Can you explain how to calculate the Cost at Risk (CaR) ??

@ghaidaaalkhudair3803
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Thank you very much for this video

@ู…ุญู…ุฏุนู„ูŠ-ุจ3ุณ8ุฎ
@

Youโ€™re got a really good channel!

@richardgordon
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Why is the square root of trading days used for the annual conversion? I understand that using 252 directly gets us a pretty unreasonable number, so my question is more "whats the reasoning behind the sqrt of days as opposed to some other product of the number of days?"

@joselozano41
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how do you know de expected values from the variables do you make de arege of the variebles or what?

@ignaciolopezdepablo3035
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Ennada solre loosu koothi

@madheswaran7327
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Hi Ryan, could the VAR be shown in return terms rather than dollars? If so would it just be the dollar VAR/Portfolio Value?

@mlacorte21
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Can I understand why you use expected return to minus those values? I couldnโ€™t understand it

@chunhoewong1064
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Hey Ryan, could you please explain me how did we get the z score of 1.645 for confidence level of 0.95? Thanks a lot!

@palak007jb
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Really appreciate your video! It helps me a lot.

@ไธ€็ฎ€ๆ•…ไบ‹
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Hi Ryan, great video! can you please explain how to calculate VaR using this method on an ECB loan?

@padmanabans8552
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Hi Ryan, can you please explain why do you incorporate the Expected Return in the VaR formula? Most other sources I found online simply calculate without that. Thanks

@richardharagos8528
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Hi, how would it be if we only analyze one stock, not a porfolio?? Thank you for your explanation!!

@marcoalva2328
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Thank you so much

@Kaplanel
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please make a DCF valuation video or several videos

@alejadroigoyanes
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That was really helpful, Ryan. Thanks!

@tomasrnogueira
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Hi Sir. Your video here is really good. I got a new insight. Would you mind creating a video using Excel of making 95%-Expected Shortfall (CVaR) from a portfolio using a historical simulation approach? It would be very great and helpful :D Thank you so much

@92MrAlvin
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Your videos are to the point and very informative. I Really enjoy watching them. Keep up the good work ๐Ÿ‘

@prekshitjain1823