Module 4: Phylogenetics

A tree is a hypothesis about history. Software will give you one whether or not your data contains any.

Learning objectives

  1. Build a maximum-likelihood tree.
  2. Explain what a bootstrap value does and does not measure.
  3. Choose and justify a substitution model.
  4. Explain why recombination breaks tree-based methods.

The alignment determines everything

ImportantGarbage alignment, garbage tree

Tree-building assumes column i is homologous across all sequences. If the alignment is wrong, every downstream inference is wrong — and the tree will still look perfectly reasonable.

Look at your alignment. Ragged ends and gap-rich columns are where errors live.

Substitution models

Not all changes are equally likely. Transitions outnumber transversions; base composition is uneven; sites evolve at different rates.

Model Assumes
JC69 All substitutions equal (rarely true)
HKY Transitions ≠ transversions
GTR All six rates differ
+G Rate varies across sites
+I Some sites invariant

GTR+G is a reasonable default for viral data. Use ModelFinder rather than guessing — and report what you used.

What bootstrap values mean

A bootstrap resamples alignment columns, rebuilds the tree, and asks how often each clade recurs. High values mean the data support this clade consistently.

WarningBootstrap measures consistency, not truth

A bootstrap of 100 on a systematically wrong alignment means the error is consistent. Bootstrap cannot detect bias — only noise.

It also says nothing about whether your model was right, your sampling was representative, or recombination occurred.

Rough reading: >95 strong, 70–95 moderate, <70 do not interpret.

Recombination breaks trees

A tree assumes one history for the whole sequence. A recombinant has two. Forcing it into a single tree produces a topology that is wrong everywhere.

ImportantTest for recombination first

If Module 3 found breakpoints, do not build one tree. Split at the breakpoints and build a tree per segment. Different segments give different — and both correct — topologies.

Trees are not epidemiology

A clade means sequences are similar. It does not mean transmission. Similar viruses cluster for many reasons: shared source, sampling, convergent evolution. Transmission inference needs dates, and usually more.

Exercises

  1. Build a tree with IQ-TREE and 1,000 bootstraps. Which nodes are supported?
  2. Compare JC69 to GTR+G. Does the topology change? Does support?
  3. Take a recombinant, build one tree, then per-segment trees. Compare.
  4. Discussion. Two sequences sit together with bootstrap 99. A colleague concludes direct transmission. What do you say?

Takeaways

  • Inspect the alignment first.
  • Bootstrap measures consistency, not correctness.
  • Test recombination before building a tree.
  • Clustering is not transmission.