The SHINE project is a 500-star survey performed with SPHERE on the VLT for the purpose of directly detecting new substellar companions and understanding their formation and early evolution. Here we present an initial statistical analysis for a subsample of 150 stars that are representative of the full SHINE sample. Our goal is to constrain the frequency of substellar companions with masses between 1 and 75 MJup and semimajor axes between 5 and 300 au. We adopt detection limits as a function of angular separation from the survey data for all stars converted into mass and projected orbital separation using the BEX-COND-hot evolutionary tracks and known distance to each system. Based on the results obtained for each star and on the 13 detections in the sample, we use a MCMC tool to compare our observations to two different types of models. The first is a parametric model based on observational constraints, and the second type are numerical models that combine advanced core accretion and gravitational instability planet population synthesis. Using the parametric model, we show that the frequencies of systems with at least one substellar companion are $23.0_{-9.7}^{+13.5}\%$, $5.8_{-2.8}^{+4.7}\%$, and $12.6_{-7.1}^{+12.9}\%$ for BA, FGK, and M stars, respectively. We also demonstrate that a planet-like formation pathway probably dominates the mass range from 1-75 MJup for companions around BA stars, while for M dwarfs, brown dwarf binaries dominate detections. In contrast, a combination of binary star-like and planet-like formation is required to best fit the observations for FGK stars. Using our population model and restricting our sample to FGK stars, we derive a frequency of $5.7_{-2.8}^{+3.8}\%$, consistent with predictions from the parametric model. More generally, the frequency values that we derive are in excellent agreement with values obtained in previous studies.

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The SPHERE infrared survey for exoplanets (SHINE). III. The demographics of young giant exoplanets below 300 au with SPHERE

The orbital eccentricities of directly imaged exoplanets and brown dwarf companions provide clues about their formation and dynamical histories. We combine new high-contrast imaging observations of substellar companions obtained primarily with Keck/NIRC2 together with astrometry from the literature to test for differences in the population-level eccentricity distributions of 27 long-period giant planets and brown dwarf companions between 5 and 100 au using hierarchical Bayesian modeling. Orbit fits are performed in a uniform manner for companions with short orbital arcs; this typically results in broad constraints for individual eccentricity distributions, but together as an ensemble, these systems provide valuable insight into their collective underlying orbital patterns. The shape of the eccentricity distribution function for our full sample of substellar companions is approximately flat from e = 0–1. When subdivided by companion mass and mass ratio, the underlying distributions for giant planets and brown dwarfs show significant differences. Low mass ratio companions preferentially have low eccentricities, similar to the orbital properties of warm Jupiters found with radial velocities and transits. We interpret this as evidence for in situ formation on largely undisturbed orbits within massive extended disks. Brown dwarf companions exhibit a broad peak at e ≈ 0.6–0.9 with evidence for a dependence on orbital period. This closely resembles the orbital properties and period-eccentricity trends of wide (1–200 au) stellar binaries, suggesting that brown dwarfs in this separation range predominantly form in a similar fashion. We also report evidence that the "eccentricity dichotomy" observed at small separations extends to planets on wide orbits: the mean eccentricity for the multi-planet system HR 8799 is lower than for systems with single planets. In the future, larger samples and continued astrometric orbit monitoring will help establish whether these eccentricity distributions correlate with other parameters such as stellar host mass, multiplicity, and age.

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Population-level Eccentricity Distributions of Imaged Exoplanets and Brown Dwarf Companions: Dynamical Evidence for Distinct Formation Channels

The SpHere INfrared Exoplanet (SHINE) project is a 500-star survey performed with SPHERE on the Very Large Telescope for the purpose of directly detecting new substellar companions and understanding their formation and early evolution. Here we present an initial statistical analysis for a subsample of 150 stars spanning spectral types from B to M that are representative of the full SHINE sample. Our goal is to constrain the frequency of substellar companions with masses between 1 and 75 MJup and semimajor axes between 5 and 300 au. For this purpose, we adopt detection limits as a function of angular separation from the survey data for all stars converted into mass and projected orbital separation using the BEX-COND-hot evolutionary tracks and known distance to each system. Based on the results obtained for each star and on the 13 detections in the sample, we use a Markov chain Monte Carlo tool to compare our observations to two different types of models. The first is a parametric model based on observational constraints, and the second type are numerical models that combine advanced core accretion and gravitational instability planet population synthesis. Using the parametric model, we show that the frequencies of systems with at least one substellar companion are 23.0−9.7+13.5, 5.8−2.8+4.7, and 12.6−7.1+12.9% for BA, FGK, and M stars, respectively. We also demonstrate that a planet-like formation pathway probably dominates the mass range from 1–75 MJup for companions around BA stars, while for M dwarfs, brown dwarf binaries dominate detections. In contrast, a combination of binary star-like and planet-like formation is required to best fit the observations for FGK stars. Using our population model and restricting our sample to FGK stars, we derive a frequency of 5.7−2.8+3.8%, consistent with predictions from the parametric model. More generally, the frequency values that we derive are in excellent agreement with values obtained in previous studies.

/pdf/the-sphere-infrared-survey-for-exoplanets-shine-iii-the-546qkj9how.pdf

The SPHERE infrared survey for exoplanets (SHINE) - III. The demographics of young giant exoplanets below 300 au with SPHERE

Context. Circumstellar disks and self-luminous giant exoplanets or companion brown dwarfs can be characterized through direct-imaging polarimetry at near-infrared wavelengths. SPHERE/IRDIS at the Very Large Telescope has the capabilities to perform such measurements, but uncalibrated instrumental polarization effects limit the attainable polarimetric accuracy. Aims. We aim to characterize and correct the instrumental polarization effects of the complete optical system, that is, the telescope and SPHERE/IRDIS. Methods. We created a detailed Mueller matrix model in the broadband filters Y, J, H, and Ks and calibrated the model using measurements with SPHERE’s internal light source and observations of two unpolarized stars. We developed a data-reduction method that uses the model to correct for the instrumental polarization effects, and applied it to observations of the circumstellar disk of T Cha. Results. The instrumental polarization is almost exclusively produced by the telescope and SPHERE’s first mirror and varies with telescope altitude angle. The crosstalk primarily originates from the image derotator (K-mirror). At some orientations, the derotator causes severe loss of signal (> 90% loss in the H- and Ks-band) and strongly offsets the angle of linear polarization. With our correction method we reach, in all filters, a total polarimetric accuracy of ≲ 0.1% in the degree of linear polarization and an accuracy of a few degrees in angle of linear polarization. Conclusions. The correction method enables us to accurately measure the polarized intensity and angle of linear polarization of circumstellar disks, and is a vital tool for detecting spatially unresolved (inner) disks and measuring the polarization of substellar companions. We have incorporated the correction method in a highly-automated end-to-end data-reduction pipeline called IRDAP, which we made publicly available online.

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Polarimetric imaging mode of VLT/SPHERE/IRDIS : II. Characterization and correction of instrumental polarization effects

Young stars are surrounded by a circumstellar disk of gas and dust, within which planet formation can occur. Gravitational forces in multiple star systems can disrupt the disk. Theoretical models predict that if the disk is misaligned with the orbital plane of the stars, the disk should warp and break into precessing rings, a phenomenon known as disk tearing. We present observations of the triple-star system GW Orionis, finding evidence for disk tearing. Our images show an eccentric ring that is misaligned with the orbital planes and the outer disk. The ring casts shadows on a strongly warped intermediate region of the disk. If planets can form within the warped disk, disk tearing could provide a mechanism for forming wide-separation planets on oblique orbits.

A triple-star system with a misaligned and warped circumstellar disk shaped by disk tearing

Observations of circumstellar environments that look for the direct signal of exoplanets and the scattered light from disks have significant instrumental implications. In the past 15 years, major developments in adaptive optics, coronagraphy, optical manufacturing, wavefront sensing, and data processing, together with a consistent global system analysis have brought about a new generation of high-contrast imagers and spectrographs on large ground-based telescopes with much better performance. One of the most productive imagers is the Spectro-Polarimetic High contrast imager for Exoplanets REsearch (SPHERE), which was designed and built for the ESO Very Large Telescope (VLT) in Chile. SPHERE includes an extreme adaptive optics system, a highly stable common path interface, several types of coronagraphs, and three science instruments. Two of them, the Integral Field Spectrograph (IFS) and the Infra-Red Dual-band Imager and Spectrograph (IRDIS), were designed to efficiently cover the near-infrared range in a single observation for an efficient search of young planets. The third instrument, ZIMPOL, was designed for visible polarimetric observation to look for the reflected light of exoplanets and the light scattered by debris disks. These three scientific instruments enable the study of circumstellar environments at unprecedented angular resolution, both in the visible and the near-infrared. In this work, we thoroughly present SPHERE and its on-sky performance after four years of operations at the VLT.

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V. De Caprio

Papers

SPHERE: the exoplanet imager for the Very Large Telescope