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Provable Benefits of RLVR over SFT for Reasoning Models: Learning to Backtrack Efficiently

ICML 2026 · Large language models › Reasoning and chain of thought · approach: RL with verifiable rewards for reasoning · 0 citations (OpenAlex)

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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

Surprising findings

Limitations

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

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