Options Skew Analytics

Reading an implied volatility term structure

Why longer-dated options usually imply more volatility, what makes a curve invert, and why total variance is the right thing to interpolate.

The term structure is the at-the-money implied volatility of each listed expiration plotted against time to expiration. It usually slopes gently upward and inverts when the market prices a dated event inside the front expiration.

The usual shape

A longer horizon admits more uncertainty, so at-the-money implied volatility normally rises with time to expiration. The slope is gentle: a ratio of the 90-day reading to the 30-day reading typically sits a few percent above one.

This site reports that ratio directly as the term-structure slope. A ratio rather than a difference, so a calm name and a volatile one with the same shape produce the same number and can be compared.

What inverts it

An expiration that captures a scheduled announcement carries the variance of that event on top of ordinary trading. Because the event contributes a fixed amount of variance regardless of tenor, its effect on annualised volatility is largest for the shortest contract that contains it.

The result is an inverted front: a two-week expiration printing a higher implied volatility than a three-month one. The curve reverts once the event has passed and the variance is realised.

Interpolating between expirations

Constant maturities such as the 30-day and 90-day readings are interpolated between the two listed expirations that bracket them. The interpolation happens in total variance — volatility squared, times time — and is linear in time.

Interpolating volatility directly instead is the common shortcut and it produces term structures that admit an arbitrage: between two expirations it can imply a negative forward variance, which is a claim that a longer option is worth less than a shorter one at the same strike. A tenor beyond the longest listed expiration is reported as unavailable rather than extrapolated.

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