REVIEW
Hubble tension or a transition of the Cepheid SnIa calibrator parameters?
Cosmology and Nongalactic Astrophysics · Submitted 9 Sep 2021 · 205 references
Pith's verdict: A clean, reproducible extension of Mortsell et al. that drops H0 to ~68 across all relaxed models — but the 'transition' interpretation outruns the statistics, and Section IV contradicts the paper's own Table III.
T0 · AI review
Why Pith says this
Highlight any text to comment on it.
Referee report
The paper
The paper claims
A two-value Cepheid color parameter could dissolve the Hubble tension
The reading
What carries the argument
The carrier is the Wesenheit magnitude, $m_H - R_W(V-I)$, a reddening-free combination in which a single empirical coefficient $R_W$ absorbs both dust extinction and the intrinsic color of Cepheids. The standard analysis assumes one $R_W$ for all galaxies; the paper instead treats $R_W$ as either a per-galaxy free parameter or as a two-valued step function of distance, and does the same for the absolute magnitude $M_H^W$. All parameters are fitted simultaneously by linear least squares on a large design matrix that couples Cepheid photometry, parallaxes, anchor distances, and supernova magnitudes, so that changing $R_W$ propagates directly into the host-galaxy distance moduli and then into $M_B$ and $H_0$. Model ranking is done with AIC and BIC, which add penalties of $2M$ and $M ln N$ to $chi^2_min$ and thereby decide whether the extra parameter of a two-value split is worth its cost.
Extended reading notes
Core claim
The central claim is that the Cepheid data themselves prefer a broken universality of the Wesenheit color coefficient $R_W$. Fitting $R_W$ separately for each galaxy reproduces a previously reported pattern in which nearby Cepheids and distant Cepheids give different values; the paper's own split-sample scan finds a step at $D_c$ between roughly $8$ and $18$ Mpc, with $R_W^{<} = 0.388$ versus $R_W^{>} = 0.206$ (about $4$ $\sigma$) and, for the magnitude case, $M_H^{W,<} = -5.974$ versus $M_H^{W,>} = -6.126$ mag (about $3$ $\sigma$). The decisive step is the model comparison: among eight parameterizations, the two-value $R_W$ model with a single global $M_H^W$ (model IV) has the lowest AIC and BIC, beating the standard fixed $R_W = 0.386$ model by $|Delta BIC|$ of order $6$ to $18$ depending on the assumed intrinsic LMC scatter, while the fully per-galaxy model wins on raw $chi^2$ but is punished for its 51 parameters. Because model IV yields $M_B = -19.399$ (or $-19.447$) mag rather than the local-ladder value near $-19.25$, the derived $H_0 = 68.06 pm 1.80$ km/s/Mpc lands on the Planck value, and the authors conclude that in this model the Hubble crisis is absent.
Load-bearing premise
The load-bearing premise is that the change in the Cepheid color coefficient is a sharp step at a single distance of about 16 Mpc, chosen by scanning that distance, rather than a smooth trend with distance or host properties that a two-value fit merely approximates.
Editorial extensions
If this is right
- If the two-value $R_W$ model is correct, the local ladder's $H_0$ moves down to about $68$ km/s/Mpc, removing the roughly $4$ sigma disagreement with the CMB sound-horizon calibration without invoking new early-universe physics.
- The same shift lowers the calibrated supernova absolute magnitude to about $-19.40$ mag, matching the value obtained from the inverse distance ladder, which would reconcile two independent calibrations of Type Ia supernovae.
- A step at $10$–$20$ Mpc corresponds, in a homogeneous universe, to a transition $25$–$70$ million years ago, which the authors connect to proposals of a late change in the strength of gravity of order ten percent.
- Because the effect is carried by an empirical color coefficient, it is testable against dust-systematics explanations such as host-galaxy mass steps, which predict a gradual dependence on host properties rather than a sharp distance split.
Reading between the lines
- The critical distance was found by scanning $D_c$ over $[0.01, 37]$ Mpc and looking for the largest mismatch, so a trials-factor correction would be the natural next check; a look-elsewhere estimate could shrink the quoted significance substantially.
- If the true dependence of $R_W$ on distance is smooth (for example a dust-property gradient with host morphology or galactocentric radius), then a two-step fit is a convenient approximation that would bias $H_0$ in the same direction without any physical transition, which makes a fit with a continuously varying $R_W(D)$ the discriminating test.
- Independent calibrators that bypass Cepheid colors entirely, such as tip-of-the-red-giant-branch or Mira distances to the same supernova hosts, would show whether the supernova absolute magnitude really sits near $-19.40$ or $-19.25$ mag.
- If the step is genuinely temporal rather than spatial, it should appear at the same lookback time in any local probe of standardizable candles, so Tully-Fisher or surface-brightness-fluctuation samples at $20$–$40$ Mpc are an obvious cross-check.
Original abstract
We re-analyze the Cepheid data used to infer the value of $H_0$ by calibrating SnIa. We do not enforce a universal value of the empirical Cepheid calibration parameters $R_W$ (Cepheid Wesenheit color-luminosity parameter) and $M_H^{W}$ (Cepheid Wesenheit H-band absolute magnitude). Instead, we allow for variation of either of these parameters for each individual galaxy. We also consider the case where these parameters have two universal values: one for low galactic distances $D<D_c$ and one for high galactic distances $D>D_c$ where $D_c$ is a critical transition distance. We find hints for a $3\sigma$ level mismatch between the low and high galactic distance parameter values. We then use AIC and BIC criteria to compare and rank the following types of models: Base models: Universal values for $R_W$ and $M_H^{W}$ (no parameter variation), I Individual fitted galactic $R_W$ with a universal fitted $M_H^{W}$, II Universal fixed $R_W$ with individual fitted galactic $M_H^{W}$, III Universal fitted $R_W$ with individual fitted galactic $M_H^{W}$, IV Two universal fitted $R_W$ (near and far) with one universal fitted $M_H^{W}$, V Universal fitted $R_W$ with two universal fitted $M_H^{W}$ (near and far), VI Two universal fitted $R_W$ with two universal fitted $M_H^{W}$ (near and far). We find that the AIC and BIC criteria consistently favor model IV instead of the commonly used Base model where no variation is allowed for the Cepheid empirical parameters. The best fit value of the SnIa absolute magnitude $M_B$ and of $H_0$ implied by the favored model IV is consistent with the inverse distance ladder calibration based on the CMB sound horizon $H_0=67.4\pm 0.5\,km\,s^{-1}\,Mpc^{-1}$. Thus in the context of the favored model IV the Hubble crisis is not present. This model may imply the presence of a fundamental physics transition taking place at a time more recent than $100\,Myrs$ ago.
The compiled record
The paper's own sentences, arranged, kept beside the review and separate from it. Each label is drawn from a closed vocabulary; the number beside it is the probability the classifier gave that label. Numbers in the tables are the authors', checked by code. No sentence in this record was written by a model.
The abstract, sentence by sentence
We re-analyze the Cepheid data used to infer the value of $H_0$ by calibrating SnIa. We do not enforce a universal value of the empirical Cepheid calibration parameters $R_W$ (Cepheid Wesenheit color-luminosity parameter) and $M_H^{W}$ (Cepheid Wesenheit H-band absolute magnitude). Instead, we allow for variation of either of these parameters for each individual galaxy. We also consider the case where these parameters have two universal values: one for low galactic distances $D<D_c$ and one for high galactic distances $D>D_c$ where $D_c$ is a critical transition distance. We find hints for a $3\sigma$ level mismatch between the low and high galactic distance parameter values. We then use AIC and BIC criteria to compare and rank the following types of models: Base models: Universal values for $R_W$ and $M_H^{W}$ (no parameter variation), I Individual fitted galactic $R_W$ with a universal fitted $M_H^{W}$, II Universal fixed $R_W$ with individual fitted galactic $M_H^{W}$, III Universal fitted $R_W$ with individual fitted galactic $M_H^{W}$, IV Two universal fitted $R_W$ (near and far) with one universal fitted $M_H^{W}$, V Universal fitted $R_W$ with two universal fitted $M_H^{W}$ (near and far), VI Two universal fitted $R_W$ with two universal fitted $M_H^{W}$ (near and far). We find that the AIC and BIC criteria consistently favor model IV instead of the commonly used Base model where no variation is allowed for the Cepheid empirical parameters. The best fit value of the SnIa absolute magnitude $M_B$ and of $H_0$ implied by the favored model IV is consistent with the inverse distance ladder calibration based on the CMB sound horizon $H_0=67.4\pm 0.5\,km\,s^{-1}\,Mpc^{-1}$. Thus in the context of the favored model IV the Hubble crisis is not present. This model may imply the presence of a fundamental physics transition taking place at a time more recent than $100\,Myrs$ ago.
background contribution method result interpretation main claim
| # | sentence | role | the authors' own work | states the main conclusion | strength |
|---|---|---|---|---|---|
| s0 | We re-analyze the Cepheid data used to infer the value of $H_0$ by calibrating SnIa. | contribution 0.80 | 0.94 | 0.02 | asserted 0.87 |
| s1 | We do not enforce a universal value of the empirical Cepheid calibration parameters $R_W$ (Cepheid Wesenheit color-luminosity parameter) and $M_H^{W}$ (Cepheid Wesenheit H-band absolute magnitude). | method 0.87 | 0.92 | 0.04 | asserted 0.94 |
| s2 | Instead, we allow for variation of either of these parameters for each individual galaxy. | method 0.93 | 0.93 | 0.03 | asserted 0.97 |
| s3 | We also consider the case where these parameters have two universal values: one for low galactic distances $D<D_c$ and one for high galactic distances $D>D_c$ where $D_c$ is a critical transition distance. | method 0.91 | 0.69 | 0.04 | asserted 0.74 |
| s4 | We find hints for a $3\sigma$ level mismatch between the low and high galactic distance parameter values. | result 1.00 | 0.96 | 0.08 | hedged possibility 0.73 |
| s5 | We then use AIC and BIC criteria to compare and rank the following types of models: Base models: Universal values for $R_W$ and $M_H^{W}$ (no parameter variation), I Individual fitted galactic $R_W$ with a universal fitted $M_H^{W}$, II Universal fixed $R_W$ with individual fitted galactic $M_H^{W}$, III Universal fitted $R_W$ with individual fitted galactic $M_H^{W}$, IV Two universal fitted $R_W$ (near and far) with one universal fitted $M_H^{W}$, V Universal fitted $R_W$ with two universal fitted $M_H^{W}$ (near and far), VI Two universal fitted $R_W$ with two universal fitted $M_H^{W}$ (near and far). | method 0.98 | 0.78 | 0.04 | asserted 0.77 |
| s6 | We find that the AIC and BIC criteria consistently favor model IV instead of the commonly used Base model where no variation is allowed for the Cepheid empirical parameters. | result 1.00 | 0.97 | 0.37 | asserted 1.00 |
| s7 | The best fit value of the SnIa absolute magnitude $M_B$ and of $H_0$ implied by the favored model IV is consistent with the inverse distance ladder calibration based on the CMB sound horizon $H_0=67.4\pm 0.5\,km\,s^{-1}\,Mpc^{-1}$. | result 0.99 | 0.92 | 0.18 | hedged possibility 0.60 |
| s8 | Thus in the context of the favored model IV the Hubble crisis is not present. | interpretation 0.95 | 0.85 | 0.63 | asserted 0.98 |
| s9 | This model may imply the presence of a fundamental physics transition taking place at a time more recent than $100\,Myrs$ ago. | interpretation 1.00 | 0.42 | 0.18 | hedged possibility 1.00 |
What was examined, and what was not
- arXiv listing abstract v2
- full text
- figures and tables
- references and citing sentences
- relations to other papers
- P abstract
- S sections
- T body sentences
- C citations
- R cross-paper relations
Figures
Showing 15 of the paper's 17 figures. See all figures in the PDF ↗ Figures reproduced from arXiv:2109.04406 by the authors.
References
How the literature uses it
47 arXiv papers cite this in 67 sentences
Papers citing it · 39 sentences without a confident label
Contests it 1 paper
-
[ref] and [ref] did not include the color errors, which our analysis shows leads to an underestimate of the values of $R$ and their uncertainties for nearly all SN hosts.
A Comprehensive Measurement of the Local Value of the Hubble Constant with 1 km/s/Mpc Uncertainty from the Hubble Space Telescope and the SH0ES Team · Errors in Color and Fitting · contest 0.93
Builds on it 1 paper
-
Such an analysis which may be implemented once the full Pantheon+ dataset becomes publicly available will allow the more detailed search for signatures of a transition for redshifts $z≲0.01$ extending the analysis of [ref] .
Is the Hubble crisis connected with the extinction of dinosaurs? · Conclusion · 0.87
Compares with it 1 paper
-
This value closely aligns with previous estimates of a sudden change in SnIa luminosity distance found in [ref] , which predict a transition scale of approximately \(20 Mpc\).
Metastable Cosmological Constant and Gravitational Bubbles: Ultra-Late-Time Transitions in Modified Gravity · Observational signatures of a gravitational transition: A review · 0.98
Cites it as support 6 papers
-
A recent analysis [ref] has also indicated that if such a transition is allowed in the analysis of the Cepheid calibrator data then not only is it favored by the data but it also leads to a resolution of the Hubble crisis by decreasing the best fit SnIa absolute magnitude $M$ to a value consistent with the inverse distance ladder approach where $M$ is calibrated by the CMB implied sound horizon scale.
Is the Hubble crisis connected with the extinction of dinosaurs? · Observational Constraints on the Gravitational Transition · 0.97
-
This effect could also provide a resolution of the Hubble tension [ref] since the value of the SnIa absolute magnitudes is closely connected and degenerate with the measured Hubble parameter $H_0$.
On the isotropy of SnIa absolute magnitudes in the Pantheon+ and SH0ES samples · Discussion-Conclusion · 1.00
-
In summary, while a violation of FLRW in the local Universe $z ≲0.1$ seems compelling [ref] , and can impact the distance ladder [ref] , the prospect of resolving $H_0$ through relaxing FLRW currently seems distant.
$\Lambda$CDM Tensions: Localising Missing Physics through Consistency Checks · Cosmological Bedrock: GR + FLRW · 0.97
Cites it as background 15 papers
-
* Ultralate time models: These models [ref] assume that there is a physics or environmental change between the second and third rungs of the distance ladder i.e., that the Cepheid calibrated SnIa are not the same as the Hubble flow SnIa either due to a change of the physical laws or due to some change in their structure or environment (dust, metallicity etc).
Metastable Cosmological Constant and Gravitational Bubbles: Ultra-Late-Time Transitions in Modified Gravity · Introduction · 0.92
-
To date it is still a mystery, although many phenomenological solutions have been proposed that can remedy or even alleviate the tension [ref] , including the early dark energy (EDE) perspective [ref] , see also [ref] for a recent review and several proposals for abrupt physics changes before $70-150$Myrs [ref] .
Early Dark Energy with Power-law F(R) Gravity · Introduction · 0.90
-
A fourth approach related to the previous one is based on a possible change of the physical laws (e.g. a gravitational transition [ref] ) during the past $200 Myrs$ ($z≲0.01$) when the light of the Cepheid calibrator hosts was emitted [ref] .
A reanalysis of the latest SH0ES data for $H_0$: Effects of new degrees of freedom on the Hubble tension · The current status of the Hubble tension and its four assumptions · 0.91
What it cites · 143 sentences without a confident label
Builds on 1 paper
-
In the present study we reproduce and extend the analysis of Ref. [ref] by considering a varying among individual galaxies color-luminosity relation and (in a separate analysis) allowing the Cepheid absolute magnitude $M_H^W$ to vary among individual galaxies instead of enforcing a universal absolute magnitude.
Sensitivity of the Hubble Constant Determination to Cepheid Calibration · INTRODUCTION · 1.00
Uses the method or tool of 13 papers
-
We first allow, as done in Ref. [ref] , the parameter $R_W$ to vary between galaxies and we consider a global value of the Cepheid absolute magnitude $M_H^W$.
Sensitivity of the Hubble Constant Determination to Cepheid Calibration · Case I: Fitting individual $R_W$ and global $M_H^W$ · 0.94
-
Following the same formulation used by the SH$0$ES team [ref] in order to minimize the impact of extinction correction uncertainties for distance measurements and determination of the Hubble constant $H_0$, we use the replacement $E(V-I) →V-I$ in Eq. ([ref]), the Hubble Space Telescope (HST) NIR H-band and the reddening-free "Wesenheit" magnitudes [ref] m_H^W≡m_H-R_W(V-I)=μ+M_H^W+b_W[P]+Z_W[M/H]
Large Magellanic Cloud Cepheid Standards Provide a 1% Foundation for the Determination of the Hubble Constant and Stronger Evidence for Physics Beyond LambdaCDM · Cepheid calibration · 0.99
-
Following the same formulation used by the SH$0$ES team [ref] in order to minimize the impact of extinction correction uncertainties for distance measurements and determination of the Hubble constant $H_0$, we use the replacement $E(V-I) →V-I$ in Eq. ([ref]), the Hubble Space Telescope (HST) NIR H-band and the reddening-free "Wesenheit" magnitudes [ref] m_H^W≡m_H-R_W(V-I)=μ+M_H^W+b_W[P]+Z_W[M/H]
A 2.4% Determination of the Local Value of the Hubble Constant · Cepheid calibration · 0.99
Uses data or values from 13 papers
-
For 74 MW Cepheids including GAIA parallax measurements we use the dataset from Table 1 in Ref. [ref] and for 70 LMC Cepheids we use the dataset from Table 2 in Ref. [ref] .
Large Magellanic Cloud Cepheid Standards Provide a 1% Foundation for the Determination of the Hubble Constant and Stronger Evidence for Physics Beyond LambdaCDM · Datasets · 1.00
-
For 74 MW Cepheids including GAIA parallax measurements we use the dataset from Table 1 in Ref. [ref] and for 70 LMC Cepheids we use the dataset from Table 2 in Ref. [ref] .
-
| c | c | c | c | c | c | c |c|cm0.0001| WFC3-IR data for 1486 Cepheids in the anchor galaxy NGC 4258 and in the host galaxies from Table 4 in Ref. [ref] .
A 2.4% Determination of the Local Value of the Hubble Constant · DATA USED IN THE ANALYSIS · 1.00
Compares with 5 papers
-
Fitting individual parameters of galaxies $R_W,i$ to Cepheid data as derived from our work and from Ref. [ref] correspond to red and blue points respectively.
Sensitivity of the Hubble Constant Determination to Cepheid Calibration · Case I: Fitting individual $R_W$ and global $M_H^W$ · 0.99
-
In this case we obtain the best fit value of the parameter $R_W=0.310±0.021$ which is smaller than the global fixed value $R_W=0.386$ used by Refs. [ref] .
Cosmic Distances Calibrated to 1% Precision with Gaia EDR3 Parallaxes and Hubble Space Telescope Photometry of 75 Milky Way Cepheids Confirm Tension with LambdaCDM · Case III: Fitted individual $M_H^W$ and a global $R_W$ · 0.93
-
In this case we obtain the best fit value of the parameter $R_W=0.310±0.021$ which is smaller than the global fixed value $R_W=0.386$ used by Refs. [ref] .
Large Magellanic Cloud Cepheid Standards Provide a 1% Foundation for the Determination of the Hubble Constant and Stronger Evidence for Physics Beyond LambdaCDM · Case III: Fitted individual $M_H^W$ and a global $R_W$ · 0.93
Cites as support 3 papers
-
As noted recently by Ref. [ref] a global fixed value for parameter $R_W$ could result in a systematic error in distance measurements and the determination of the Hubble constant $H_0$.
Sensitivity of the Hubble Constant Determination to Cepheid Calibration · Cepheid calibration · 0.97
-
In fact such a decrease would also lower the growth rate of cosmological perturbations thus helping in the resolution of the growth tension [ref] .
KiDS-1000 Cosmology: Multi-probe weak gravitational lensing and spectroscopic galaxy clustering constraints · INTRODUCTION · 0.98
-
In fact such a decrease would also lower the growth rate of cosmological perturbations thus helping in the resolution of the growth tension [ref] .
A rapid transition of $G_{\rm eff}$ at $z_t \simeq 0.01$ as a solution of the Hubble and growth tensions · INTRODUCTION · 0.98
Cites as background 32 papers
-
Theoretical models addressing this discrepancy utilize either a recalibration of the $Λ$CDM standard ruler (the sound horizon) assuming new physics before the time of recombination [ref] or a deformation of the Hubble expansion rate $H(z)$ at late times [ref] or an abrupt transition of the SnIa absolute luminosity due to late time new physics [ref] (for a review, see Refs. [ref] , for approaches, see Refs. [ref] and for a relevant talk, see Ref. [ref] ).
A rapid transition of $G_{\rm eff}$ at $z_t \simeq 0.01$ as a solution of the Hubble and growth tensions · INTRODUCTION · 0.89
-
Theoretical models addressing this discrepancy utilize either a recalibration of the $Λ$CDM standard ruler (the sound horizon) assuming new physics before the time of recombination [ref] or a deformation of the Hubble expansion rate $H(z)$ at late times [ref] or an abrupt transition of the SnIa absolute luminosity due to late time new physics [ref] (for a review, see Refs. [ref] , for approaches, see Refs. [ref] and for a relevant talk, see Ref. [ref] ).
In the Realm of the Hubble tension $-$ a Review of Solutions · INTRODUCTION · 0.89
-
Theoretical models addressing this discrepancy utilize either a recalibration of the $Λ$CDM standard ruler (the sound horizon) assuming new physics before the time of recombination [ref] or a deformation of the Hubble expansion rate $H(z)$ at late times [ref] or an abrupt transition of the SnIa absolute luminosity due to late time new physics [ref] (for a review, see Refs. [ref] , for approaches, see Refs. [ref] and for a relevant talk, see Ref. [ref] ).
Late time approaches to the Hubble tension deforming $H(z)$, worsen the growth tension · INTRODUCTION · 0.89
Discussion
Disagree with the review, or know something it missed? Leave a comment, highlight any passage above to comment on it, or challenge this review formally.