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Provable Benefits of RLVR over SFT for Reasoning Models: Learning to Backtrack Efficiently
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Theoretical analysis on a graph pathfinding model showing RLVR (outcome reward with length penalty, sign policy-gradient flow) learns efficient backtracking while SFT on golden shortest paths does not, yielding an exponential inference-time compute separation, and that RLVR traces distilled into a base model transfer this ability.
Problem
Why RL with verifiable rewards induces better reasoning and backtracking than SFT on gold solutions; SFT on shortest paths is shown not to learn backtracking, leading to exponential inference-time cost on graph pathfinding.
Approach
Models CoT as pathfinding on a multigraph (path-star-like with W branches of K diamonds of L multiedges) with a linear-softmax bigram world model, and proves dynamical results: gradient flow SFT on golden paths leaves backward transitions untouched (exponential Theta(W L^K) hitting time), while sign policy-gradient RLVR with length penalty converges to Theta(WK) backtracking behavior; distilling R
Key results
- RLVR model hitting time converges to Theta(WK); the experiment reports 4WK = 900 for W=K=15, L=5.
- SFT on golden shortest paths leaves backward transition probabilities b_j, d_j fixed at L/(L+1) and 1/(L+1), so backtracking is not learned.
- Theory gives an exponential separation: RLVR requires Theta(WK) expected inference time versus Theta(W L^K) for SFT.
Surprising findings
- Even with search agent that forbids revisiting directed edges, SFT still needs Theta(WKL) time versus Theta(WK) for RLVR, so the separation shrinks to a factor of L.
Limitations
- Analysis is on a toy bigram/linear-softmax model with exact pretraining assumption.
- Uses gradient flow and signed policy gradient rather than practical optimizers.
- Experiments are limited to synthetic graph pathfinding; no LLM experiments reported.
Experimental setup
Datasets: synthetic multigraph pathfinding instances
Benchmarks: synthetic multigraph pathfinding (W=15, K=15, L=5)
Metrics: expected hitting time transition probabilities a_j,b_j,c_j,d_j
Baselines: SFT on golden shortest paths
Builds on: path-star graph policy gradient world model bigram pretraining analysis
Closest papers by meaning
- RL Squeezes, SFT Expands: A Comparative Study of Reasoning LLMs (ICLR 2026 · similarity 0.92)
- Reinforcement Learning with Verifiable Rewards Implicitly Incentivizes Correct Reasoning in Base LLMs (ICLR 2026 · similarity 0.92)
- Generalization of RLVR Using Causal Reasoning as a Testbed (ICLR 2026 · similarity 0.91)
- Does Reinforcement Learning Really Incentivize Reasoning Capacity in LLMs Beyond the Base Model? (NeurIPS 2025 · similarity 0.91)
- The Reasoning Boundary Paradox: How Reinforcement Learning Constrains Language Models (NeurIPS 2026 · similarity 0.91)
- Outcome Rewards Do Not Guarantee Verifiable or Causally Important Reasoning (ICML 2026 · similarity 0.91)
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