Extreme Composite Effect Presentation

Brian Syzdek
2022-06-02

Scenario- Testing with Leiter-3

NVIQ Subtests
Subtest Names Scaled Scores Label
Figure Ground 8 Average
Form Completion 8 Average
Classification/Analogies 8 Average
Sequential Order 8 Average
Scaled Scores
Mean SD
10 3

Scenario- Testing with Leiter-3

NVIQ Subtests
Subtest Names Scaled Scores Label
Figure Ground 8 Average
Form Completion 8 Average
Classification/Analogies 8 Average
Sequential Order 8 Average
NVIQ
Composite Index Score Label
Nonverbal IQ 81 Below Average
Standard Scores
Mean SD
100 15

Scenario- Testing with Leiter-3

How can subtest scores be average, but index score is below average?

NVIQ Subtests
Subtest Names Scaled Scores Label
Figure Ground 8 Average
Form Completion 8 Average
Classification/Analogies 8 Average
Sequential Order 8 Average

NVIQ
Composite Index Score Label
Nonverbal IQ 81 Below Average

Expected Phenomenon

Explanation to Clinician

Expected Phenomenon

Explanation to Clinician

  1. Regression to the Mean

Expected Phenomenon

Explanation to Clinician

  1. Regression to the Mean
  2. Calculation of Index Scores

Expected Phenomenon

Explanation to Clinician

  1. Regression to the Mean
  2. Calculation of Index Scores
  3. Geometric Interpretation

Expected Phenomenon

Explanation to Clinician

  1. Regression to the Mean
  2. Calculation of Index Scores
  3. Geometric Interpretation

Explanation to Stakeholders

Regression to the Mean

  • Category label = convenience and understandability

Regression to the Mean

  • Category label = convenience and understandability
  • Continuous variables -> categories = loss of information
Test Interpretation Labels
Source Score Interpretation
Subtest 8 - 12 Average
Index 90 - 109 Average

Subtest scores of 8 and 12 are both “Average,” but are different (8 = “Low Average”)

Regression to the Mean

  • Subtests and composites are normed separately

Regression to the Mean

  • Subtests and composites are normed separately
  • It is not unusual to score “Low Average” on one subtest

Regression to the Mean

  • Subtests and composites are normed separately
  • It is not unusual to score “Low Average” on one subtest
  • It is more unusual for that pattern on several subtests : Multiple “Low Average” results -> “Below Average” overall

Calculation of Index Scores

\[ \text{standardized score} = \frac{x-\mu}{\sigma} = \frac{\text{difference from mean}}{sd} \]

Calculation of Index Scores

\[ \text{standardized score} = \frac{x-\mu}{\sigma} = \frac{\text{difference from mean}}{sd} \]

\[ \text{scaled score} = \frac{score - 10}{3} \]

Calculation of Index Scores

\[ \text{standardized score} = \frac{x-\mu}{\sigma} = \frac{\text{difference from mean}}{sd} \]

\[ \text{scaled score} = \frac{score - 10}{3} \]

\[ \frac{\text{subtest raw score } - \text{subtest mean}}{\text{subtest sd}} = \frac{\text{scaled score} - 10}{3} \]

Calculation of Index Scores

\[ \frac{\text{subtest raw score } - \text{subtest mean}}{\text{subtest sd}} = \frac{\text{scaled score} - 10}{3} \]

  # Rescale scores function
standardized_score_function <- function(
  raw_score, 
  subtest_mean, 
  subtest_sd, 
  standardized_mean, 
  standardized_sd)
  {
    (
      (raw_score - subtest_mean) / 
        subtest_sd
      ) * standardized_sd + standardized_mean
  }

Calculation of Index Scores

Subtest 1:

  • M = 20
  • SD = 5
  • raw score = 10

Subtest 1

  # Example to show result of different SD
standardized_score_function(
  raw_score = 10, 
  subtest_mean = 20, 
  subtest_sd = 5, 
  standardized_mean = 10, 
  standardized_sd = 3
  ) %>% 
  {print(paste("Subtest 1 scaled score:", .))}
[1] "Subtest 1 scaled score: 4"

Subtest 2

  • M = 20
  • SD = 10
  • raw score = 10

Subtest 2

standardized_score_function(
  raw_score = 10, 
  subtest_mean = 20, 
  subtest_sd = 10, 
  standardized_mean = 10, 
  standardized_sd = 3
  ) %>% 
  {print(paste("Subtest 2 scaled score:", .))}
[1] "Subtest 2 scaled score: 7"

Calculation of Index Scores

Smaller relative SD -> More extreme standardized score

\[ \frac{\text{difference from mean}_\text{raw}}{ {SD}_\text{raw} \color{red} {smaller}} = \frac{\text{difference from mean}_\text{standardized}}{\text{SD}_\text{standardized}} \]

Calculation of Index Scores

\[ \frac{\text{difference from mean}_\text{raw}}{ {SD}_\text{raw} \color{red} {smaller}} = \]

\[ \frac{\text{difference from mean}_\text{standardized}}{\text{SD}_\text{standardized}} \]

Calculation of Index Scores

\[ \frac{\text{difference from mean}_\text{raw}}{ {SD}_\text{raw} \color{red} {smaller}} = \]

\[ \color{red} {Overall Increase} \]

\[ \frac{\text{difference from mean}_\text{standardized}}{\text{SD}_\text{standardized}} \]

Calculation of Index Scores

\[ \frac{\text{difference from mean}_\text{raw}}{ {SD}_\text{raw} \color{red} {smaller}} = \]

\[ \color{red} {Overall Increase} \]

\[ \frac{\text{difference from mean}_\text{standardized}}{\text{SD}_\text{standardized}} \]

This side must increase to preserve equality, but SD is fixed

Calculation of Index Scores

\[ \frac{\text{difference from mean}_\text{raw}}{ {SD}_\text{raw} \color{red} {smaller}} = \]

\[ \color{red} {Overall Increase} \]

\[ \frac{\text{difference from mean}_\text{standardized} \color {red} {Increase}}{\text{SD}_\text{standardized}} \]

This side must increase to preserve equality, but SD is fixed

Calculation of Index Scores

\[ \frac{\text{difference from mean}_\text{raw}}{ {SD}_\text{raw} \color{red} {smaller}} = \]

\[ \color{red} {Overall Increase} \]

\[ \frac{\text{difference from mean}_\text{standardized} \color {red} {Increase}}{\text{SD}_\text{standardized}} \]

This side must increase to preserve equality, but SD is fixed

\[ {SD}\text{combined} \leq {SD}\text{sum} \]

Calculation of Index Scores

Standardization of two subtests is similar to one subtest

\[ \frac{Sum(\text{subtest raw score}_\text{each} - \text{subtest mean}_\text{each})}{\text{subtest sd}_\text{combined}} \]

Calculation of Index Scores

\[ \frac{Sum(\text{subtest raw score}_\text{each} - \text{subtest mean}_\text{each})}{\text{subtest sd}_\text{combined}} \]

\[ \text{subtest sd}_\text{combined} = \sqrt{Var_{sub_1} + Var_{sub_2} + \boldsymbol{2*Cov_{sub_1/sub_2}}} \]

Calculation of Index Scores

\[ \frac{Sum(\text{subtest raw score}_\text{each} - \text{subtest mean}_\text{each})}{\text{subtest sd}_\text{combined}} \]

\[ \text{subtest sd}_\text{combined} = \sqrt{Var_{sub_1} + Var_{sub_2} + \boldsymbol{2*Cov_{sub_1/sub_2}}} \]

This combined SD can be shown be shown by combining variance of each subtest and expanding (FOIL)

\[ \frac{\sum_i((x_i - \mu_x) + (y_i - \mu_y))^2}{N} = \] \[ \frac{\sum_i((x_i - \mu_x)^2 + (y_i - \mu_y))^2 + 2(x_i - \mu_x)(y_i - \mu_y)))}{N} \\ \]

Calculation of Index Scores

Combined variance of two subtests = \[ Variance_{sub_1} + Variance_{sub_2} + \boldsymbol{2*Covariance_{sub_1/sub_2}} \]

Calculation of Index Scores

Combined variance of two subtests = \[ Variance_{sub_1} + Variance_{sub_2} + \boldsymbol{2*Covariance_{sub_1/sub_2}} \]

  • Covariance cannot be greater than variance of subtests

  • If Covariance = Variance, and all variances are equal \[ {SD}_\text{combined} = \sqrt{Var_{sub_\text{all}} + Var_{sub_\text{all}} + 2 * \color {red} {Var} _{sub_\text{all}}} \]

Calculation of Index Scores

Combined variance of two subtests = \[ Variance_{sub_1} + Variance_{sub_2} + \boldsymbol{2*Covariance_{sub_1/sub_2}} \]

  • Covariance cannot be greater than variance of subtests

  • If Covariance = Variance, and all variances are equal \[ {SD}_\text{combined} = \sqrt{Var_{sub_\text{all}} + Var_{sub_\text{all}} + 2 * \color {red} {Var} _{sub_\text{all}}} \]

\[ = \sqrt{4*\color{red}{Var}_{sub_\text{all}}} \]

Calculation of Index Scores

Combined variance of two subtests = \[ Variance_{sub_1} + Variance_{sub_2} + \boldsymbol{2*Covariance_{sub_1/sub_2}} \]

  • Covariance cannot be greater than variance of subtests

  • If Covariance = Variance, and all variances are equal \[ {SD}_\text{combined} = \sqrt{Var_{sub_\text{all}} + Var_{sub_\text{all}} + 2 * \color {red} {Var} _{sub_\text{all}}} \]

\[ = \sqrt{4*\color{red}{Var}_{sub_\text{all}}} \] \[ = 2SD \]

Calculation of Index Scores

In this same case, consider the same score difference from mean on the two subtests

\[ \frac{Sum(\text{subtest raw score}_\text{each} - \text{subtest mean}_\text{each})}{\text{subtest sd}_\text{combined}} \]

Calculation of Index Scores

One subtest

\[ \frac{\text{Difference from mean}}{\text{subtest sd}} \]

Two subtests

\[ \frac{2 * \text{Difference from mean}}{2 * \text{subtest sd}_\text{combined}} \]

Calculation of Index Scores

One subtest

\[ \frac{\text{Difference from mean}}{\text{subtest sd}} \]

Two subtests

\[ \frac{2 * \text{Difference from mean}}{2 * \text{subtest sd}_\text{combined}} \]

Equivalent …

but this is when subtests are perfectly correlated. As correlation decreases, SD decreases, and composite is more extreme.

Calculation of Index Scores

Combined variance of two subtests = \[ Variance_{sub_1} + Variance_{sub_2} + \boldsymbol{2*Covariance_{sub_1/sub_2}} \]

  • Covariance cannot be greater than variance of subtests

Calculation of Index Scores

\[ \mathrm{COR}\left(X,Y\right)=\frac{\mathrm{COV} \left(X,Y\right)}{\sqrt{Var\left(X\right)\cdot V a r\left(Y\right)}} \]

  • When variances equal, alternative form:

\[ {\sigma_{composite}} = \frac{\sqrt{2 + 2{\rho}}}{2}{\sigma_{pooled}} \]

Calculation of Index Scores

Appendix I: Age 7

  • FC:FG correlation = .73
  • FG SD = 3.3
  • FC SD = 4.5

\[ .73=\frac{\mathrm{COV} \left(X,Y\right)}{\sqrt{3.3^2\cdot4.5^2}} \]

  # Obtain covariance from variance and sd
covariance_func <- function(
  correlation, 
  subtest_1_sd, 
  subtest_2_sd)
  {
    correlation * 
    sqrt(
      subtest_1_sd**2 * 
        subtest_2_sd**2
      )
  } 

FG FC covariance = 10.84

Calculation of Index Scores

Combined variance of two subtests = \[ Variance_{sub_1} + Variance_{sub_2} + \boldsymbol{2*Covariance_{sub_1/sub_2}} \]

  # Combine variances using covariance, from previous function
combined_variance_func <- function(
  correlation,
  subtest_1_sd,
  subtest_2_sd)
  {
    subtest_1_sd**2 +
    subtest_2_sd**2 +
    2 * covariance_func(correlation, subtest_1_sd, subtest_2_sd)
  }

FG FC combined variance = 42.52

Calculation of Index Scores

Two subtests to scaled score:

\[ \frac{(\text{subtest raw score}_\text{each} - \text{subtest mean}_\text{each})}{\text{subtest sd}_\text{combined}} = \frac{\text{scaled score} - 10}{3} \]

\[ \frac{(8 - 10) + (8-10)}{\sqrt{42.52}} = \frac{\text{scaled score} - 10}{3} \]

Calculation of Index Scores

  # Rescale composite on original subtest scale of two subtests
combined_subtest_standardized_score_func <- function(
  raw_score_subtest_1, 
  raw_score_subtest_2, 
  mean_subtest_1, 
  mean_subtest_2, 
  correlation, 
  subtest_1_sd, 
  subtest_2_sd, 
  standardized_mean, 
  standardized_sd){
    (
      (
        (raw_score_subtest_1 + raw_score_subtest_2) - 
          (mean_subtest_1 + mean_subtest_2)
      ) / 
        sqrt(
          combined_variance_func(correlation, subtest_1_sd, subtest_2_sd)
            )
    ) * standardized_sd + standardized_mean
}

Combined score of FG and FC

7.85

Calculation of Index Scores

# Correlations and SD's averaged across ages
all_correlations <- c(.33, .40, .39, .54, .43, .47)
all_subtest_sd <- c(3.2, 3.4, 3.6, 3.3)
all_sd_subtest_1 <- c(rep(3.2, 3), rep(3.4, 2), 3.6)
all_sd_subtest_2 <- c(3.4,3.6,3.3, 3.6, 3.3, 3.3)

  # Apply the covariance function to get variance/covariance matrix
(mapply(covariance_func, 
        all_correlations, 
        all_sd_subtest_1, 
        all_sd_subtest_2
       ) %>% 
      # Combined variance as sum of variances and covariances
    sum() *2 + sum(sapply(all_subtest_sd, function(x) x**2))) %>% 
    sqrt -> all_combined_variance
  # -8 is sum of four subtest score difference from mean: 4(8 - 10)
(-8 / all_combined_variance) * 15 + 100 -> index_score

Consider 4 subtests with scores of 8

The NVIQ score in this case is 88

Geometric Interpretation

Cosine of angle between two vectors is equal to standardized Pearson correlation

\[ \cos\theta = \frac{a\cdot b}{\lVert{a}\rVert \, \lVert{b}\rVert} \]

Geometric Interpretation

plot of chunk vectors

Geometric Interpretation

plot of chunk vectors_ggplot_plot_only

Geometric Interpretation

plot of chunk vectors_ggplot

  # Same example as above to show composite calculation and plot are same
composite_example <- combined_subtest_standardized_score_func(
    raw_score_subtest_1 = 12, 
    raw_score_subtest_2 = 12, 
    mean_subtest_1 = 10, 
    mean_subtest_2 = 10, 
    correlation = .73, 
    subtest_1_sd = 3, 
    subtest_2_sd = 3, 
    standardized_mean = 10, 
    standardized_sd = 3
)

The composite score using standardization formula is 12.15

Summary

Composite scores are more extreme than the average of subtest scores because:

  1. Regression to the mean- it is even more unlikely to have several unlikely scores

Summary

Composite scores are more extreme than the average of subtest scores because:

  1. Regression to the mean- it is even more unlikely to have several unlikely scores
  2. Index calculation- composite index variance will be (almost always) less than subtests

Summary

Composite scores are more extreme than the average of subtest scores because:

  1. Regression to the mean- it is even more unlikely to have several unlikely scores
  2. Index calculation- composite index variance will be (almost always) less than subtests
  3. Geometric- As correlation decreases, extremity increases

Communicate to Stakeholders

NVIQ Subtests
Subtest Names Scaled Scores Label
Figure Ground 8 Average
Form Completion 8 Average
Classification/Analogies 8 Average
Sequential Order 8 Average
NVIQ
Composite Index Score Label
Nonverbal IQ 81 Below Average
  1. Summarize findings

Communicate to Stakeholders

NVIQ Subtests
Subtest Names Scaled Scores Label
Figure Ground 8 Average
Form Completion 8 Average
Classification/Analogies 8 Average
Sequential Order 8 Average
NVIQ
Composite Index Score Label
Nonverbal IQ 81 Below Average
  1. Summarize findings
  2. Explain differences within categories

Communicate to Stakeholders

NVIQ Subtests
Subtest Names Scaled Scores Label
Figure Ground 8 Average
Form Completion 8 Average
Classification/Analogies 8 Average
Sequential Order 8 Average
NVIQ
Composite Index Score Label
Nonverbal IQ 81 Below Average
  1. Summarize findings
  2. Explain differences within categories
  3. Repeated small differences become bigger

Resources

  • Schneider, W. J. (2016). Why Are WJ IV Cluster Scores More Extreme Than the Average of Their Parts? A Gentle Explanation of the Composite Score Extremity Effect (Woodcock-Johnson IV Assessment Service Bulletin No. 7). Houghton Mifflin Harcourt.

  • Brian Syzdek: Product Manager, Stoelting Psychology | bsyzdek@stoeltingco.com