Bellman Policy Optimization
Zhuoqing Song, Haotian Xu, Xikun Zhang, Lidong Bing
Apodex US, Inc. · Princeton University
Published September 14, 2026 · on the feed September 23, 2026 · ▲ 48 · arXiv 2609.15987
The abstract
Reinforcement learning with verifiable rewards (RLVR) improves the reasoning capabilities of large language models (LLMs). We introduce Bellman Policy Optimization (BPO), a critic-free method derived from Policy Mirror Descent (PMD). For autoregressive generation with terminal rewards, BPO uses the Bellman equations to reformulate PMD as a trajectory-level objective. The reformulation avoids estimating state values at intermediate states. We prove that it has the same unique optimal solution as the original PMD objective. We derive the practical BPO loss by approximating this objective. Its mismatch-correction weight is a smoothed ratio of complementary token probabilities. Experiments on mathematical reasoning benchmarks demonstrate the effectiveness of BPO.
The Brief
1:45A short podcast summary of the paper. Written and voiced by AI.
Transcript
Bellman Policy Optimization. By Zhuoqing Song and three others, from Apodex and Princeton University. Published on the fourteenth of September. No code repository is linked to it.
Reinforcement learning with verifiable rewards, or RLVR, improves the reasoning of large language models. Policy Mirror Descent, or PMD, offers one principled route for that kind of optimization. But when a model generates text token by token and is rewarded only at the end, a direct treatment would involve estimating how good each intermediate state is, and that is the step this work sets out to avoid.
Bellman Policy Optimization, or BPO, is a critic-free method derived from PMD. For autoregressive generation with terminal rewards, it uses the Bellman equations to reformulate the PMD objective at the level of whole trajectories. Working at the trajectory level is what removes the need to estimate values at intermediate states, and it is why no critic is required.
The authors prove that this trajectory-level objective has the same unique optimal solution as the original PMD objective, so the reformulation changes how the problem is posed without changing its answer. The practical BPO loss is then derived by approximating that objective. One detail of the loss is stated explicitly: its mismatch-correction weight is a smoothed ratio of complementary token probabilities.
Experiments on mathematical reasoning benchmarks demonstrate the method's effectiveness.
The path from principle to practice is short and each step is named. Start from PMD, rewrite it with the Bellman equations so it lives at the level of trajectories, show nothing about the optimum was lost, then approximate for a usable loss. The payoff is an RLVR method with no critic and no intermediate value estimates.
Paper Quest · 7 chapters · about 38 min
Play this paper
Learn it by doing: make the calls the authors made, guess the result before you see it, and defend it in a viva graded on your own words. Chapter 1 is right here.
Chapter 1 🧩 · The problem
Every quest starts with a wall. Here it is a value at every token that nobody wants to train a critic for.
You are training a language model on maths with rewards from a verifier, given only when an answer is finished. You want a principled, KL-penalised policy update.
The road ahead
- 1 · The problem ~7 min A principled, KL-penalised update for a maths-solving model seems to need a score for every partial answer, and getting those scores is costly and unreliable.
- 2 · What came before ~3 min
- 3 · The key idea ~9 min Token advantages are differences of neighbouring values, so along a whole answer they cancel to the final reward minus the starting value, and no critic is needed.
- 4 · Choose your own research ~3 min
- 5 · Build the method ~8 min Begin with Policy Mirror Descent, use the Bellman equations under terminal rewards, rewrite it over whole responses, then approximate that into a trainable loss.
- 6 · Field test ~3 min
- 7 · The viva ~5 min Three questions from the examiners, answered in your own words. Win it for the paper’s trophy.
Free, with Google or an email address. Your stars and progress are kept.