Correlation Between IPath Series and ProShares VIX

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Can any of the company-specific risk be diversified away by investing in both IPath Series and ProShares VIX at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining IPath Series and ProShares VIX into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between iPath Series B and ProShares VIX Mid Term, you can compare the effects of market volatilities on IPath Series and ProShares VIX and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in IPath Series with a short position of ProShares VIX. Check out your portfolio center. Please also check ongoing floating volatility patterns of IPath Series and ProShares VIX.

Diversification Opportunities for IPath Series and ProShares VIX

0.84
  Correlation Coefficient

Very poor diversification

The 3 months correlation between IPath and ProShares is 0.84. Overlapping area represents the amount of risk that can be diversified away by holding iPath Series B and ProShares VIX Mid Term in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on ProShares VIX Mid and IPath Series is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on iPath Series B are associated (or correlated) with ProShares VIX. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of ProShares VIX Mid has no effect on the direction of IPath Series i.e., IPath Series and ProShares VIX go up and down completely randomly.

Pair Corralation between IPath Series and ProShares VIX

Considering the 90-day investment horizon iPath Series B is expected to generate 1.03 times more return on investment than ProShares VIX. However, IPath Series is 1.03 times more volatile than ProShares VIX Mid Term. It trades about -0.01 of its potential returns per unit of risk. ProShares VIX Mid Term is currently generating about -0.02 per unit of risk. If you would invest  5,622  in iPath Series B on September 10, 2025 and sell it today you would lose (87.00) from holding iPath Series B or give up 1.55% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

iPath Series B  vs.  ProShares VIX Mid Term

 Performance 
       Timeline  
iPath Series B 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days iPath Series B has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, IPath Series is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
ProShares VIX Mid 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days ProShares VIX Mid Term has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, ProShares VIX is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors.

IPath Series and ProShares VIX Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with IPath Series and ProShares VIX

The main advantage of trading using opposite IPath Series and ProShares VIX positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if IPath Series position performs unexpectedly, ProShares VIX can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in ProShares VIX will offset losses from the drop in ProShares VIX's long position.
The idea behind iPath Series B and ProShares VIX Mid Term pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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