ARSENAL > Volatility risk premium

Volatility risk premium

Theory
Definition
The persistent gap between implied volatility (priced by options) and realized volatility (actual price moves). On average, implied vol exceeds realized vol by 1-3 percentage points across most underlyings.

Source of long-run profits for option sellers. The premium reflects investor demand for crash insurance + dealer compensation for tail risk + behavioral overestimation of future moves. Short-vol strategies harvest this premium until tail-risk crashes wipe out years of gains (e.g., XIV blowup Feb 2018).
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