Advanced Polymorphic Techniques
Advanced Polymorphic Techniques
Abstract—Nowadays viruses use polymorphic techniques to mu- other viruses. The most commonly used techniques consisted
tate their code on each replication, thus evading detection by an- in appending the viral code at the end of the executable
tiviruses. However detection by emulation can defeat simple poly- file, modifying the entry point to point at the virus and then
morphism: thus metamorphic techniques are used which thoroughly
change the viral code, even after decryption. We briefly detail this letting the virus spread among the system (Fig. 1). Thus, a
evolution of virus protection techniques against detection and then basic protection method is form analysis where each virus
study the M ETA PHOR virus, today’s most advanced metamorphic is identified by a specific signature: such a signature is a
virus. sequence of – not necessarily consecutive – bytes whose
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Keywords—Computer virus, Viral mutation, Polymorphism, Meta- detection inside a program allows to identify as undeniably as
morphism, MetaPHOR, Virus history, Obfuscation, Viral genetic possible infection by the virus. This method has the advantage
techniques. of being non-greedy in its complexity as well as subject to a
tiny rate of false alarms.
I. I NTRODUCTION
HEN the first antiviral protections appeared in the late
W 80’s to answer the nascent viral threat, they consisted
of a mere binary scan of programs looking for known virus
signatures. Never mind, virus writers adapted their code so that
it would mutate its binary form on each replication: as early as
in 1988 a first virus protected itself using encryption, followed
in 1990 by the first polymorphic viruses which were able to
mutate their code as well as their decryption method. Their
ability to evade detection by the then antivirus software gave
them immediate “popularity”. Nevertheless antiviruses quickly
adapted to this protection by letting viruses decrypt themselves
and then only scanning the decrypted code looking for any
known signature. This led, as early as in 1997, to the first
metamorphic viruses which mutate their code in its decrypted Fig. 1 Basic virus infection
form.
This article will therefore study polymorphism and its mis- Back in time, as early as in 1984, F. Cohen had been the
cellaneous techniques and more particularly the most evolved first one to study viruses from a theoretical point of view,
ones, namely metamorphic techniques. In order to do so, we christening them and defining them as programs which are
will study most notably the 2002 M ETA PHOR virus. For more able to infect other programs with a possibly evolved copy of
details, the reader may consult Éric Filiol’s books [5], [6] as themselves. Thus, this definition already suggested the exis-
well as the VX Heavens website, which is crammed with tence of viruses which would alter their form when replicating.
malware resources. And indeed such viruses turned up quite quickly. Cohen also
showed that the problem of virus detection was undecidable,
II. P OLYMORPHISM – E ARLY STAGES
meaning in other words that no algorithm would ever be able
to determine with unquestionable certainty whether a given
This section shortly describes the evolution and techniques program is a virus or not [3].
of viruses from the most basic techniques to simple poly-
morphic techniques and finally to advanced metamorphic
B. Polymorphic Viruses
techniques. The reader may refer to [5], [6], [19], [1] for a
more exhaustive and detailed study. The first virus encrypting its code, C ASCADE, appeared in
1988. Yet its decryption method remained unchanged from one
replication to another and thus it was not really a polymorphic
A. First Viruses
virus per se. In 1990 however, the first family of polymorphic
The first virus outbreak broke out in 1981 with the E LK viruses appeared: the C HAMELEON viruses (or V2P) which
C LONER virus, followed by B RAIN in 1986, the first virus were developped by Mark Washburn, were based on the
to implement stealth techniques, and from then by numerous C ASCADE and V IENNA viruses and mutated the code of their
Philippe Beaucamps is with the Loria, Vandoeuvre-lès-Nancy, France,
decryption method (fig. 2). The shock they created shaked the
email: ph.beaucamps at gmail dot com, antiviral community, since detection techniques using a fixed
and also with the Virology and Cryptology Lab of the École Supérieure et signature had suddenly become obsolete for this new brand of
d’Application des Transmissions (Army Signals Academy), Rennes, France
viruses.
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• Inserting dead code that will loop long enough to have the
emulator give up on detection, relying on the prohibitive
cost of emulation (this technique is used by the B ISTRO
virus for instance).
• Random cancelling of decryption, thus running the viral
code only a random basis.
• Entry Point Obscuring (EPO) techniques, which consist
in avoiding executing the virus body at the very beginning
of the host’s execution, but rather executing it during the
host execution or even in the end.
• Using several encryption layers.
• Decrypting and running the code chunk by chunk, some
viruses decrypting and running only one instruction at a
time (like the DARK PARANOID virus, in 2004).
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On the same year, Z0mbie developped his Z0 MBIE ’ S The virus is analysed, along with other polymorphic and
C ODE M UTATION E NGINE (ZCME), which did not use any metamorphic viruses, in [19].
encryption techniques but allocated a 16K buffer where it Finally, M ETA PHOR, by Mental Driller, appears in 2002
randomly copied out its instructions, linking them with each and is certainly the most advanced metamorphic virus until
other with JMP instructions and filling the remaining space today. It may infect both Elf (on Linux) and PE (on Win-
with dead code. dows) files, on the local file system and on mounted partitions
In 1998, Vecna implemented M ISS L EXOTAN, which dis- (in Linux) or shared folders (in Windows).
assembled itself, added some dead code and modified the
Let’s also mention the recent development of Java and
form of its instructions, in a computational way most par-
MSIL3 viruses, which are platform-independent. .NET assem-
ticularly (see later). To create dead code, it inserted most
blies infection is simplified by the presence of assembler li-
notably meta-instructions XOR ebp, imm, with no effect,
braries (System.Reflection.Emit namespace) and both
but which defined which registers were used and thus should
technologies enclose standard high level cryptography li-
not be modified. He also implemented R EGSWAP later, which
braries. Only one metamorphic MSIL virus is known as of
shuffled the registers. Here is an excerpt from L EXOTAN:
today, —Gastropod—, and there still are very few Java and
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xor bp, __fill + __ax + __bx + __flag MSIL viruses. But given the ubiquity of both technologies,
; tells that registers ax, bx and
; the FLAGS are used by the code these viruses might well represent a threat in the near future
add ax, bx for any platform that supports them.
xor bp, __fill + __ax + __flag
add ax, 10h
push ax The rapid evolution of viral techniques towards first poly-
mov ax, 0 morphic and then metamorphic techniques motivated the
working out of new detection techniques, based on emulation
After transformation, this code may look like this, with no
and behaviour analysis allowing to identify suspect behaviours.
jumps:
However in the same time, they revealed two limitations that
xor bp, __fill + __ax + __bx + __flag
mov dx, bx
are inherent to antiviral defence and benefit virus writers.
xor cx, cx ; First, the efficiency of these methods relies on an often
push cx ; dead code prohibitive complexity when iterated on a high number of
add ax, dx
pop cx ;
files: defence cannot monopolize resources of the protected
xor bp, __fill + __ax + __flag system whereas attack has a priori no cost nor time limits.
mov bx, 34h Moreover a delay of a few hours or of a day is long enough
push bx
mov bx, ffCCh
for a well-implemented virus to spread on a very large scale,
pop ax hence the interest for virus writers to complicate as much as
add ax, bx possible analysis of their viruses. Although these weaknesses,
xor bx, bx
push ax
combined with advanced metamorphic techniques, are not
mov bx, 10h used yet in a lot of viruses (or these very viruses are often
sub ax, ax buggy and easily detected and stopped), they define a new
In 2000, the BAD B OY, ZM ORPH, E VOL, ZP ERM, B ISTRO age of viral detection, in which current protection methods
and ZM IST viruses enter the growing list of metamorphic will be thoroughly obsolete.
viruses, using more or less complex techniques. ZP ERM
most notably introduces the R EAL P ERMUTATION E NGINE III. S TUDY OF A METAMORPHIC VIRUS : M ETA PHOR
(RPME), which can be linked to other viruses, and enables The cross-platform metamorphic virus M ETA PHOR4 was
random permutation of the virus code, with insertion of dead written in 2002 by The Mental Driller and was the second
code and branching using JMP instructions. highly advanced metamorphic virus (with ZM IST), and the
ZM IST, by Z0mbie, is more particularly one of the most first ever polymorphic, and metamorphic, Linux virus. It was
evolved (and most stable) metamorphic viruses until now. It published in 29A’s magazine [14]: its sources can be found
uses the following techniques: on VX Heavens [11]. It uses highly advanced metamorphic
• Entry Point Obscuring (EPO). techniques which combine the majority of the techniques used
• Metamorphism: by its predecessors. They’re used along with anti-heuristic and
– (Random) encryption with two keys. anti-emulation techniques.
– Code integration: it’s the first virus to use this
method which consists in scattering the decryptor’s A. Overview of the techniques used by M ETA PHOR
code directly among the host’s code, which makes Here are the main polymorphic techniques used by M ETA -
the virus hard to detect and hard to disinfect. The PHOR:
M ISTFALL engine is used for this technique.
• XOR / SUB / ADD encryption, with random key, or no
– Permutations (it uses ZP ERM’s RPME engine).
encryption at all;
– Dead code, generated by the E XECUTABLE T RASH
G ENERATOR (ETG). 3 i.e. targetting .NET assemblies.
– Syntaxic modification of instructions. 4 M ETA PHOR is also known as S IMILE or E TAP .
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way or for instance with the last encrypted character. For stance, the key is the hard disk serial number, combined
instance, the previous code could be modified in the following with some random value stored in the code, etc.
way: • The key depends on activation factors. For instance, it
depends on the current date and will only be valid during
...
xor eax, ebx some predetermined period. In consequence, the virus
add ebx, eax itself will be disabled outside the valid periods.
... • The key is stored on a web server, a news server, etc.
c) Flow encryption: This method uses a key to generate a The most advanced implementation of this technique is the
keystream of the same size as the data to encrypt. For instance proof of concept B RADLEY virus [4]. It uses several encryp-
the generation of this pseudo-random keystream might use tion layers, whose keys are retrieved from the environment.
one or several linear feedback shift registers (LFSR, see The interest of such viruses from their writer’s point of view,
section III-D1). Some basic implementations simply duplicate is that they can restrict the activity of their virus geographically
as much as needed the input key. The previous code can be as well as temporally. Filiol also shows in [4] that, if the key
easily adapted to this technique, in the case of a single register is unknown during the analysis, the cryptanalysis’s complexity
(lfsr_init initializes the register, and lfsr_next shifts is exponential (in B RADLEY’s case).
the 32bits register, thus generating a new key):
As for M ETA PHOR, it encrypts its code with an initial
... probability of 15/16 and uses an encryption method (with
mov ebx, 6B3C728Ah
call lfsr_init ; init the register from the key random key) of type XOR, ADD or SUB.
start:
lodsd However, M ETA PHOR’s decryption method is much more
call lfsr_next ; ebx := 4 new bytes from keystream
xor eax, ebx interesting. It uses techniques that The Mental Driller had al-
... ready implemented into the T UAREG engine (TAMELESS U N -
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trigger an alarm in any heuristic engine, as one can see with reg = get_random_register ();
val = 0x80000000 | (random () & 0x3fffffff);
the examples from last section. Thus the branching technique // 0x8XYYYYYY (X < 4)
allows to simulate as much as possible the behaviour of an build_instr (OP_CMP, reg, val); // CMP reg, val
innocuous program. Such programs will usually sequentially op = OP_JB + (random () & 0x5); // JB/JA/JBE/JAE
jmp = build_partial_jump (op); // partial jump
test several conditions and, depending on the result, finally } else {
branch on distinct paths. This technique therefore creates int reg, val, op;
several random tests, until a given recursivity level, that will reg = get_random_register ();
val = 0x1 << (random () & 0x1f); // 2ˆX (X < 32)
define an execution tree with leaves representing distinct ways build_instr (OP_TEST, reg, val); // TEST reg,val
to decrypt the code. Figure 4 describes the execution tree for a op = OP_JZ + (random () & 0x1); // JZ or JNZ
maximum depth of recursivity equal to 2: each terminal branch jmp = build_partial_jump (op); // partial jump
}
has its own decryption code, though the final result is the same,
whatever branch is taken. Thus for a depth of recursivity equal /* first branch: */
to n, 2n decryption branches are generated. make_branch ();
complete_partial_jump (jmp, insert_label ());
/* alternative branch: */
make_branch ();
recLevel --;
}
br0:
cmp reg1, val1 ; reg1, random register
; val1 = 8XYYYYYYh (X < 4)
jcc alt0 ; jcc = jb / ja / jbe / jae
br1:
Fig. 4 Execution tree with and without branching technique test reg2, val2 ; reg2, random register
; val2 = 2ˆX (X < 32)
jcc alt1 ; jcc = jz / jnz
Furthermore, to reduce the risk of an heuristic alert upon <Decryption code 1>
execution of a branch, terminal branches do not contain a cmp ecx, code_len
jnz br1’
decryption loop but only its body: once the body is executed, ...
a jump is made to any one of the previous nodes in order alt1:
to carry on decryption. Thus, upon execution, each branch <Decryption code 2>
cmp ecx, code_len
makes the same computation and all branches are shared and jnz br1
alternatively used to implement the decryption loop. Here is ...
the C algorithm used in M ETA PHOR (ll. 15750 – 16075): alt0:
br1’:
void do_branching () { cmp reg3, val3
int i; jcc alt1’
<Decryption code 3>
make_branch (); cmp ecx, code_len
for (i = 0; i < cnt_partial_jumps; i++) jnz br0
// redirect each jump at a random node ...
complete_partial_jump (partial_jumps[i], alt1’:
get_random_node ()); <Decryption code 4>
} cmp ecx, code_len
jnz br0
void make_branch () { ...
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As this will be detailed in section III-C about metamorphic AND CR, val’ ; val’ = ((random() &
techniques, this code is actually an intermediate representation ; ˜size_of_data) | (size_of_data-4)) & -4
; (-> CR := (CR % size_of_code) & FFFFFFFCh)
of the final code: once the code has been created, M ETA PHOR ADD IR, pride_step
generates the final x86 code by rewriting each instruction AND IR, val’’ ; val’’ = ((random() &
into an equivalent sequence of instructions and by randomly ; ˜size_of_data) | (size_of_data-1)) & -1
; (-> IR := IR % size_of_code)
inserting dead code. CMP CR, pride_start
3) PRIDE technique (Pseudo-Random Index DEcryption): JNZ <?> ; jump at a random branch
The purpose of this technique is also to protect the virus from
Furthermore, the last instructions which update registers
a heuristic detection. Indeed, even with the modification of
CR and IR (ADD CR, val and AND CR, val’ for the
the execution tree of the decryption procedure, it follows the
CR register) are permutated with each other, with the obvi-
following common mechanism (for a basic encryption):
ous requirement that the AND instruction is executed before
1) data := address of a buffer inside the data section of its ADD counterpart. Also, as we can see, pride_step
the virus. determines the “order” of decryption: when equal to 0, it
2) Sequentially read data and create a new buffer, which simply corresponds to a sequential decryption (starting at
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• Base instructions with 1 operand: PUSH, POP, Jcc, NOT, target of a branching instruction. In the end, the computed
NEG, CALL and JMP. intermediate code has been depermutated and the inaccessible
• Other instructions: SHIFT, MOVZX, LEA, RET and NOT. code (dead code) removed: this is actually a direct conse-
• Macro-instructions: quence from the routine’s algorithm.
– APICALL_BEGIN, APICALL_END, APICALL_STORE, The x86 code is disassembled by following the execution
which represent the instruction sequences which are flow. The algorithm uses an array, FutureLabelTable,
used when calling a Windows API (in the case of a which contains instructions which are waiting for their dis-
PE infection): since the registers to be used by these assembly (namely these are the targets of conditional jumps
calls are predefined, these macro-instructions ensure and direct calls). Here is the algorithm:
their protection from register swapping transforma- • If the current instruction was already disassembled, sim-
tions. ply add a JMP instruction which points at the disas-
– SET_WEIGHT which is used for “genetic” evolution sembled instruction. Then carry on disassembly with
(see section III-D2). an instruction from FutureLabelTable (if any) or
– LINUX_GETPARAMS, which is similar to APICALL_ terminate.
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• OR Reg, 0 -> NOP The algorithm also allows to reduce sequences of operations
• AND Reg, Reg -> CMP Reg, 0 into a unique operation. For instance, ADD Reg, X / SUB
• ... Reg, Y will be reduced into ADD Reg, (X - Y): these
2) Instr / Instr -> Instr rules: decompositions are created during the expansion. Finally,
• PUSH Imm / POP Reg when a Jcc instruction is replaced by a JMP instruction,
-> MOV Reg, Imm
• MOV Mem, Imm / PUSH Mem the following code is deleted (NOPed) until reaching a label
-> PUSH Imm (instruction with LM = 1).
• OP Mem, Imm / OP Mem, Imm2 Here is an example of compression (this code represents a
-> OP Mem, (Imm OP Imm2) basic decryption routine):
• NOT Reg / NEG Reg
-> ADD Reg, 1 test esi, val1 | nop
• TEST X, Y / !=Jcc mov [Mem], val2 | mov esi, (val2 + val3)
-> NOP add [Mem], val3 | nop
• Jcc @xxx / !Jcc @xxx push [Mem] | nop
-> JMP @xxx pop esi | nop
mov [Mem2], esi | mov edi, esi
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contains the result of the permutation of the compressed Mental Driller could have taken memory access profile muta-
pseudocode, and finally it contains the reassembled code. tion to extremes by modifying this very internal organization
of pseudo-instructions. Given the massive use of instructions
accessing the contents of these pseudo-instructions, impact
would have been even stronger, even though the mutation of
the organization of pseudo-instructions is quite limited (might
we add a few padding bytes to increase mutation possibilities).
Let’s note that, in this transformation’s implementation,
variables are aligned on 8 bytes boundaries so that they can be
randomly positionned on any one of the first 4 bytes: finally,
only 4 bytes are used by a variable.
5) Permutation: Once the compression is over, the engine
permutates the code by splitting it into blocks of random
sizes, between F0h and 1E0h. When doing the splitting, the
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Before starting the mutation and replication process, sec- utive jumps;
• before a JMP or a Jcc instruction, in order for the com-
tions are randomly permutated and each section is shifted
by a random value between 0h and 7FFFh. In the end, the pression process to correctly compress any Jcc + JMP
maximum required size (into memory) is: 300000h + 5 or CMP/TEST + Jcc instructions.
* 7FFFh = 340000h. Thus, upon execution, M ETA PHOR Once the code blocks have been computed and shuffled,
never has a unique memory access profile. the new code is built (and its address saved into variable
The virus contains about 200 global variables, each of these PermutationResult). A jump at the first code block is
variables being allocated 8 bytes inside the Data section. inserted at the very beginning of the code and the code blocks
These variables are accessed by their offset in that section. A are linked with each other using JMP instructions, except in
register is specifically assigned, which isn’t modified during the following cases:
the virus execution, and which contains that section’s address. • The target block directly follows the current block.
During generation 0, this base register is ebp. Thus, to access • The block’s last instruction is an unconditional jump or
to the contents of variable InstructionTable, which is a return instruction.
at offset 10h of the Data section, one uses: The final result shall look like:
mov eax, [ebp + 10h] jmp @block1
@block4:
Given that this register (ebp) is strictly reserved to data ;-------------;
access, it is sufficient to spot all instructions that use it to ; block 4 ;
;-------------; (ends with a ret)
identify read and write accesses to a variable and to list @block2:
these very variables. Method IdentifyVariables does ;-------------;
this job and replaces in each one of those instructions the offset ; block 2 ;
;-------------;
by the index of the associated variable. Then the variables @block3:
are shuffled: their organization inside the Data section is ;-------------;
thus completely modified. Then, during reassembly, when ; block 3 ;
;-------------;
an instruction uses one of these variables, the instruction is jmp @block4
updated to contain the new base register (initially ebp) and @block1:
the new offset of the referenced variable. ;-------------;
; block 1 ;
Thus the memory access profile is modified. This kind of ;-------------;
transformation isn’t however taken to extremes. For instance, jmp @block2
the code often reads the contents of pseudo-instructions, as
6) Expansion: The expansion stage consists in applying
in the following code excerpt (where esi and edi contain
the inverse rules from the compression stage. This method
pseudo-instructions addresses):
is called on the virus compressed pseudocode and, later, on
mov ecx, [esi+1] ; Get the value in ECX the decryption routine’s code.
mov eax, [esi]
add esi, 5
The first step consists in randomly modifying the used
and eax, 7 ; Get the register in EAX registers. A bijective transformation is applied, which takes
mov [edi+1], eax ; Set the register into account the following requirements:
mov [edi+7], ecx ; Set the value
• No register should of course be transformed in ESP.
This kind of access can be profiled, since the internal • The base register (initially EBP) used to store the Data
organization of an instruction does not mutate. However The section’s address (see section III-C4) should not be any
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return seed; ues cannot exceed a minimal and a maximal threshold (thus
} the associated probability never reaches 1 or 0).
unsigned int xorshift128_next (void) {
/* initialization with random values */ /*
static unsigned int Returns 1 or 0, depending on the gene’s contents.
x = 123456789, y = 362436069, */
z = 521288629, w = 88675123; int query_gene (int gene) {
unsigned int t; int val = get_gene (gene);
t = x ˆ (x << 11);
x = y; y = z; z = w; if ((random () & 0xFF) >= val) {
return w = (w ˆ (w >> 19)) ˆ (t ˆ (t >> 8)); // return 1 and increase propension to 1
} do {
// minimal threshold reached?
2) “Genetic” techniques: M ETA PHOR combines genetic if (val < 0x08) return 1;
characteristics to its generator. Here is the principle. The virus if ((random () & 0x0F) > 0)
contains some sort of genetic material which will have a // increase propension to 1:
set_gene (gene, -- val);
tendency to favour some behaviours rather than others. On } while ((random () & 0x0F) == 0);
each replication, this genetic material is updated with a small // repeat with probability 1/16
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weakness is also the immutability of M ETA PHOR’s easy). In the same time, development of rootkit techniques
mutation grammar. draws away attention. Yet, both threats are real, with different
• M ETA PHOR’s mutation grammar is globally simple and maturities, but none of them should be overlooked. Even
does not use any sophihsticated obfuscation tricks – this though the second one is mostly implemented in worms, which
is by conception given that the virus wants to be able currently represent the most important infectious threat, and
to revert effects of mutation. In other words, using more even though it is more technical than the first one, and thus
advanced obfuscation techniques, possibly along with the within the means of more hackers.
addition of metadata into the code (as is the case with All in all, if virus writers were a bit less “in a hurry”
M ISS L EXOTAN – see section II-C), would lead to a virus, and refined their techniques, the antiviral community could be
which would be much harder to detect (speaking of its quickly overtaken. An advanced use of syntactic and functional
mere detectability as well as of the complexity of its polymorphism techniques, combined with advanced stealth
detectability). techniques, would theoretically make the complexity of the
• Except during decryption, M ETA PHOR does not protect detection problem prohibitive or even undecidable [6] (POC
itself from behaviour analysis. virus PBMOT).
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