Model updated for #VAGov with the new @Suffolk_U poll. The forecast from @Thorongil16 and me is D+5.8. Suffolk is the second high-quality pollster to show a close race, so let’s dive in 🧵
I will say this: if you firmly believe crosstab examination is not a useful exercise, please stop reading. Nothing I say will be of any utility to you, because we have fundamentally different ways of going about this. Save yourself the time and stop reading.
Suffolk’s poll only has an N=500. You need to be careful with the window of results you consider as a result. Anyways, the racial crosstabs are okay; McAuliffe wins Black voters 81-8, and I would wager that undecideds here are expected to break Democratic.
The recalled electorate is Biden +7. Again, I think that probably makes the poll undershoot Democrats by a bit, but it is within the window of plausibility, and that’s what you mainly look for here. It would be consistent with a point or two of an R enthusiasm edge.
The college-educated electorate is interesting; they have educated voters breaking for McAuliffe by a ~52-37 margin or so, which would be a 6 point swing right from 2020. The question here is how undecideds break.
Well…this group actually voted for Biden and still approves of him by a fair bit — they think the country is on the right track by a healthy margin in this poll (50-44) and so I believe it’s more likely that they break Democratic on the whole.
What can this poll tell you, then?
- That polling indicates a close race
- That more Democrats appear to be undecided at the moment and that if they break as expected, McAuliffe should probably win by a few points (eyeballing it, this poll would indicate 2-4 points, I think).
Anyways, our forecast isn’t based off one poll; it’s based off fundamentals and an aggregation and breakdown of high-quality polls, almost all of which are non-partisan (we’ve taken a couple D and R internals that give detailed crosstab data, but that’s it). The forecast is D+5.8
If more polls come out showing a narrow race, it’ll tighten. It’s gone from 7.6 to 5.8 of late, so it’s responsive to polling. It does not take early vote into account, though that has seen promising signs of late. Follow @ZacharyStarbuc1 or @samshirazim for information on that.
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Given recent polling trends, the model's converging to ~D+5, in my read. That'll likely be what our forecast ends up as (and thus on the border of lean/likely Dem too). The confidence interval here would be D+2 to D+8.
If I had to be forced to pick, I guess I'd take the under? Just because it's not really statistically safe to rely on a polling miss of >4 points even accounting for the flaws I've discussed. But honestly, I'd just go with the forecast, because my punditry has never been great.
I think a lot of the polls aren't great, but part of analysis is setting your rules beforehand and then following them. We add in just about every poll we can *unless* it's from a banned agency or violates our pre-set rules on internals/data quality/data collection procedures.
#VAGov polls have largely been junk, but Youngkin can win this race. But the early vote suggests that turnout for both sides will probably be fine, so if he wins, he wins by swinging significant amounts of college-educated voters (specifically college-educated whites).
No polls have been showing a significant swing right with college voters, though. They've either been showing the race close because Black voters swing right by 35 from 2020, because non-college whites swing right by 25, or because their partisan screen is ridiculously R-heavy.
I find the "non-college whites swinging right by 25" part a bit questionable because Trump's support is already very, very high in most of the rural white areas, so unless you've seen a catastrophic collapsed with Virginia urban whites (questionable?), I don't see the math.
Emerson has been banned by us for a month now because of MTurk data quality issues. Not including it regardless of what the poll says.
Also, the n=145 among Black voters here. A 36 point swing right would be well outside the margin of error for the Black subsample.
I need to stress that *I COULD VERY EASILY BE WRONG*. All I'm saying is that if Youngkin wins, the path to victory will look *nothing* like what these polls suggest. Data points to a McAuliffe win, but if D turnout is low or Youngkin swings suburbanites, it could change.
Heading into the final week or so before the election, here’s how @Thorongil16 and I have things shaping up for #VAGov. We still have this race as fairly stable and think McAuliffe should win by about six-and-a-half points. His odds of winning are a bit over 80% (likely D).
Democratic early vote has really surged recently, as folks like @samshirazim, @ZacharyStarbuc1, and @WinWithJMC have noted. This week will be crucial for Democrats, but they had a very good weekend and continue to see their base areas go up in share of statewide votes cast
As folks like Zachary and Sam have noted, NOVA will likely be fine for Democratic turnout. Areas like Richmond are lagging a bit, but that probably isn’t enough for Rs, who currently have their own troubles with getting whites in Southwest VA to remember an election exists.
Points in favor of a Youngkin victory: Biden's approval is horrific, so independents might break R, and and Democratic turnout is undeniably lagging currently, so you could see him eke out a 1-2 pt win.
Points against: Virginia 2012-2020, and he *still* can't clear 46% in polls.
That last part is especially telling for me, because in every poll, the undecideds have been disproportionately Democratic, and we know from a lot of polling data that split ticket voting is quite low in this race right now. So the median scenario shouldn't be a tossup IMO.
Polling already seems to price in a Republican turnout/enthusiasm advantage, and even with that, Youngkin isn't crossing 46%, which is a problem. People are eventually going to decide, so he'll have to get a good bit of crossover votes he's not currently getting.
Here are all public, nonpartisan polls of likely voters conducted in October for #VAGov. Polling points to a D+4 race, but it really depends on the screen used. This stuff is really hard to model!
CBS/YouGov had two LV models, so both are included (but weighted by half to ensure that double-counting isn't a problem), and Monmouth's LV model was D+2, so we used that; our rule is to use LV results wherever possible.
That doesn't really favor a party; sometimes we put in things like D+2 instead of the tie among registered voters in Monmouth, but then we've also omitted the Fox D+11 poll of registered Virginia voters, so...