Increasingly, researchers are interested in questions regarding treatment-effect variation across partially or fully latent subgroups defined not by pretreatment characteristics but by postrandomization actions. One promising approach to address such questions is principal stratification. Under this framework, a researcher defines endogenous…

The goal of this study is to better understand how methods for estimating treatment effects of latent groups operate. In particular, the authors identify where violations of assumptions can lead to biased estimates, and explore how covariates can be critical in the estimation process. For each set of approaches, the authors first review the…