Thursday, November 1, 2018

Democrats Make Gains With VBMs

I’ve been getting feedback that I’m too optimistic for Republicans. What I’m trying to do here isn’t making predictions but show you the number of votes cast and letting you know what they mean based on historical context. Republicans have won every election except for one for every Republican district currently in play. So there’s no historical precedent for a Democratic victory. The lone exception is Democrats winning the primary in CA-49 this year.

I’m a firm believer that voter turnout by party and results can be analyzed to determine a relationship and then be applied to the current election. And so are you, or you wouldn’t be reading another post I’m writing. If you thought we can’t learn anything from the past votes then you wouldn’t be still be here.

Okay, so I’m telling you what current turnout would’ve meant in the four previous primary and general elections. In some cases the final vote correlates very highly with the VBM turnout differential. In others, it doesn’t. CA-36 has had fairly even turnout in each election but Raul Ruiz has done a lot better. David Valadao has won by double digits in each election despite a strong D+ turnout. In both cases the congressmen likely do well with NPP voters.

In the 2014 general, the 2016 primary, and 2016 CA-45 general election, Republicans beat the VBM differential by 5-6 points. The 2018 primary was a complete reversal, with Democrats beating it by 9.6 points. It’s my belief that the most likely result will be between Democrats doing 9.6 points better and Republicans doing 6.2.

It’s possible Democrats could do even better than 9.6 points better than VBMs. Before the 2016 primary we wouldn’t have thought Democrats could do better than VBMs, but they not only did that, but they actually did a lot better. That was likely due to a lop-sided NPP advantage.

I’ll stand by my belief that the most likely result will fall within the historical range. That doesn’t mean I think it’ll definitely be in the range. In fact, I’m guessing a few will fall out of the range. But most won’t. I’m compiling the data for 17 districts. I think 13-14 should be in the range listed.

Of course, we could be seeing a big blue wave and that could mean most of them will be better for Democrats than they’ve ever been.

CA-7: A D+6 day is good for Ami Bera, but the district is still D+2 VBM.

CA-10: There was a huge number of ballots and the district is still even. I actually think I’ve been pessimistic for Jeff Denham. He’s won with D+1-3 VBM returns and this is better. His district didn’t have a huge leftward turn others did in the primary.

CA-16: The district remains more Republican than it has been and that shows that the GOP still has a shot here. Districts like CA-10 and CA-16 don’t have the suburban voters the Orange County districts do. That may mean the voters are less likely to flip.

CA-21: I'll go out on a limb and make an early prediction that David Valadao wins by 20 points. This one won't be close.

CA-39: The reason I remain skeptical of Democratic chances here is that the primary wasn’t close. Republicans won by 8 points. That’s better than Democrats have done but the VBMs are still better for the GOP than they were in the last three elections Republicans won.

CA-45: Today was a very good day for Democrats here, lowering the VBMs from R+14 to R+13. That’s better than the primary and the numbers are inching their way to a point Mimi Walters could be in big trouble.

CA-48: This district also went from R+14 to R+13. That’s still better than the primary and Republicans won there by 6.

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