Why
the Final Pre-election Polls and the National Exit Poll Confirm an Obama 20m
Vote Landslide
Jan. 25, 2009
This analysis will show why
the final likely voter (LV) and registered voter (RV) polls, in conjunction
with the National Exit Poll, confirm that Obama won a landslide at least
double his 9.5m official vote margin. The mathematical confirmation is not
obvious and requires a focus on the structure
(and anomalies) in the pre-election and exit polls.
Adjustments must be applied
to the final pre-election polls and National Exit Poll to derive an
approximation to the True Vote. The following facts should be clearly
understood so that the adjustments make sense intuitively.
-
RV polls sample registered voters.
- LV polls sample likely but not new
registered voters. They are a subset of RV polls.
-
Obama’s average 13% RV poll margin was
nearly double his LV poll margin.
-
From 1992-2004, the Democrats won new voters by a 14% average margin.
- In 2008, there were approximately 20.8m new
voters (131.37m - 110.6m returning 2004
voters).
-
According to the Final National Exit Poll (NEP) Obama had 71% (14.7m) of 20.8 million new voters.
-
Final pre-election polls indicated that approximately 5% of voters were undecided.
-
Undecided voters typically break 70-90% for the challenger (Obama).
-
Based on the final LV 9-poll average with undecided voters allocated, Obama had
53.96% (59.7 of 110.6m returning voters).
-
Combining new and returning voters, Obama won by 74.4 - 54.9m (56.7 - 41.8%)
-
Obama had an average 56.96% share in the final 3 RV polls - within 0.3% of the
combined LV (returning voter) and new voter share.
-
The Final National Exit Poll (NEP) is always “forced to match” the official
recorded vote count.
- In 2004, the Final NEP Bush/Gore 43 / 37% voter mix implied there were 52.6m Bush 2000 voters in 2004; he had 50.5m in 2000.
-
In 2006, the Bush/Kerry returning voter mix was an implausible 49
/ 43%. The Democratic landslide was denied.
-
In 2008, the impossible Bush/Kerry 46 / 37% mix implied there were 11m
more returning Bush than Kerry voters; Bush won by 3m votes.
-
The Election Calculator model confirmed both the LV poll / new voter
share and the RV projection
In order to determine the
number of returning 2004 and new 2008 voters, voter mortality and turnout rate
estimates were applied to the recorded 2004 vote. The calculation indicated
that there were approximately 110.6m returning voters. Since 131.37m votes were
recorded, there were approximately 20.77m new voters (15.8% of the total).
Based on the 71-27% NEP share, Obama won new voters by 14.7-5.6m.
Pollsters usually allocate 60-90% of the undecided vote (UVA) to the
challenger. The UVA is a function of the incumbent's job performance. Obama’s
UVA was projected at 75%. This was plausible since he was the
"challenger". McCain represented an incumbent with a 22% approval
rating.
Considering that the LV
polls do not include new voters, why not break the projection of the total vote
into two parts? Let’s use the average LV poll to calculate the Obama/McCain
shares of returning (likely) voters and use the National Exit Poll to calculate
their share of new voters.
According to the National
Exit Poll (NEP), 13% (17m) of the 2008 electorate consisted of new voters and
returning third-party voters 4% (5.2m). But 4% is impossible because only 1.2m
third-party votes were recorded in 2004. If the third-party percentage is
changed to the true 1%, then applying 3% to new voters raises the percentage to
16%, which means that there were 21m new voters, not 17m as the NEP indicates.
Although this does not
have a material effect on the total Obama share (he had 71% of new voters and
66% of other) it does indicate that more weight should be given to pre-election
RV polls which included new voters than to the LV polls which did not.
We can approximate the
number of returning 2004 voters by applying the 1.2% annual U.S. voter
mortality rate (4.8% since 2004) and assuming that 95% of living 2004 voters
returned to vote in 2008 and 4 % were returning third-party voters (5.2m).
But 4% is impossible because only 1.2m third-party votes were recorded in 2004.
If the third-party percentage is changed to the true 1%, then applying 3% to
new voters raises the percentage to 16% (21m) new voters, not 17m as the NEP
indicates. Although this does not have a material effect on the total Obama
share (he had 71% of new voters and 66% of other) it does indicate that more
weight should be given to the pre-election RV polls, which included new voters,
than the LV polls which did not.
In 2004, 122.3m votes were
recorded. Applying the 4.8% mortality rate and 95% turnout, 110.6m returned to
vote in 2008. Since 131.37m votes were recorded, simple subtraction shows that
there were approximately 20.8, new voters.
The National Exit Poll was
forced to match the recorded 52.87-45.62% recorded vote – but the returning
voter mix was impossible (see below).
The 2008 Election Calculator
confirmed the above analysis:
Obama had 55.3%, assuming
the NEP “Voted in 2004” shares and the 2004 recorded vote (adjusted for
mortality and turnout).
Obama had 57.5%, assuming the NEP “Voted
in 2004” shares and the 2004 unadjusted exit poll (adjusted for mortality and
turnout).
Based on the above
logic, this confirms the accuracy of the RV and LV polls:
1.The pre-election LV
polls were correct in predicting the likely voter (returning) vote shares.
2.The pre-election RV
polls were correct in predicting the registered (returning and new) vote
shares.
3. The LV polls by
themselves are misleading; they understated the true Obama margin by 6%.
4. The RV polls,
adjusted for undecided voters, were accurate.
5. Obama won the True
Vote with a 57% share with better than a 20 million vote margin.
Why did RCP fail to list these 5 RV polls?
Gallup 11/02
53 40 13
ABC/WP 11/02 54 41 13
Pew 11/01
50 39 11
Pew 10/26
52 36 16
NBC
10/20 52 42 10
Total 52.2
39.6 12.6
LV
and RV Projections of Returning 2004 Voters
2008 Total Obama
McCain Other
Recorded |
131.37 |
69.46 |
59.93 |
1.98 |
Share |
100% |
52.87% |
45.62% |
1.51% |
Assumptions
75% UVA to Obama
2004 Voters
4.8% mortality (5.87m)
95% turnout of lving 2004 voters in 2008 (110.61m)
2008 National Exit Poll share of new voters
Obama 71%
McCain 27%
Other 2%
Calculating the
2008 True Vote
(Assume final LV polls for returning voters and National Exit Poll for new voter shares)
Final November Pre-election Polls
Poll |
Obama |
McCain |
Other |
Undecided
|
LV
(9) |
51.00% |
43.56% |
1.50% |
3.94% |
RV (3) |
52.33% |
40.00% |
1.50% |
6.17% |
Allocate undecided voters
UVA |
Obama UVA 75% |
McCain 25% UVA |
Other |
LV |
53.96% |
44.55% |
1.50% |
RV |
56.96% |
41.55% |
1.50% |
Calculate returning voters from prior
election
Total 2004 |
122.29 |
|
|
|
Died |
5.87 |
4.8% |
|
|
Alive |
116.42 |
|
|
|
Turnout |
110.60 |
95.0% |
(LV) |
|
|
|
|
|
|
Total 08 |
131.37 |
|
|
|
New |
20.77 |
|
|
|
|
|
|
|
|
Vote |
Obama |
McCain |
Other |
Total |
NEP |
71% |
27% |
2% |
100% |
New |
14.75 |
5.61 |
0.42 |
20.77 |
|
|
|
|
|
Returning |
53.96% |
44.55% |
1.50% |
100.0% |
Turnout |
59.67 |
49.27 |
1.66 |
110.60 |
Total |
74.42 |
54.87 |
2.07 |
131.37 |
Share |
56.65% |
41.77% |
1.58% |
100.00% |
Total |
69.46 |
59.93 |
1.98 |
131.37 |
Share |
52.87% |
45.62% |
1.51% |
100.0% |
Poll |
Poll |
Sample |
Obama |
McCain |
Spread |
Obama 75% UVA |
McCain 25% UVA |
Spread |
10RV |
Date |
Average |
52.33 |
40.00 |
12.33 |
56.96 |
41.55 |
15.42 |
Gallup |
10/31 - 11/02 |
2847RV |
53 |
40 |
13 |
57.125 |
41.375 |
15.75 |
ABC/WP |
10/31 - 11/02 |
2446RV |
54 |
41 |
13 |
56.625 |
41.875 |
14.75 |
Pew |
10/29 - 11/01 |
1325RV |
50 |
39 |
11 |
57.125 |
41.375 |
15.75 |
LV and RV Poll
Averages (10/03-11/03)
Average |
Obama |
McCain |
Spread |
Obama 75% UVA |
McCain 25% UVA |
Spread |
10 RV |
50.30 |
40.00 |
10.30 |
56.45 |
42.05 |
14.40 |
25 LV |
50.84 |
42.60 |
8.24 |
54.64 |
43.87 |
10.77 |
|
Poll |
Poll
|
Sample |
Obama |
McCain |
Spread |
Obama 75% UVA |
McCain 75% UVA |
Spread |
|
10 RV |
Date |
Average |
50.30 |
40.00 |
10.30 |
56.45 |
42.05 |
14.40 |
|
Gallup |
10/31 - 11/02 |
2847RV |
53 |
40 |
13 |
57.13 |
41.38 |
15.75 |
|
ABC/WP |
10/31 - 11/02 |
2446RV |
54 |
41 |
13 |
56.63 |
41.88 |
14.75 |
|
Pew |
10/29 - 11/01 |
1325RV |
50 |
39 |
11 |
57.13 |
41.38 |
15.75 |
|
Pew |
10/23 - 10/26 |
1325RV |
52 |
36 |
16 |
59.88 |
38.63 |
21.25 |
|
NBC/WSJ |
10/18 - 10/20 |
1159RV |
52 |
42 |
10 |
55.38 |
43.13 |
12.25 |
|
|
|
|
|
|
|
|
|
|
|
Ipsos |
10/09 - 10/13 |
1036RV |
48 |
39 |
9 |
56.63 |
41.88 |
14.75 |
|
Newsweek |
10/08 - 10/09 |
1035RV |
52 |
41 |
11 |
56.13 |
42.38 |
13.75 |
|
FOX News |
10/08 - 10/09 |
900RV |
46 |
39 |
7 |
56.13 |
42.38 |
13.75 |
|
Ipsos |
10/02 - 10/06 |
858RV |
47 |
40 |
7 |
55.63 |
42.88 |
12.75 |
|
NBC/WSJ |
10/04 - 10/05 |
658RV |
49 |
43 |
6 |
53.88 |
44.63 |
9.25 |
|
Poll |
Poll |
Sample |
Obama |
McCain |
Spread |
Obama 75% UVA |
McCain 25% UVA |
Spread |
|
25 LV |
Date |
Average |
50.84 |
42.60 |
8.24 |
54.64 |
43.87 |
10.77 |
1 |
Research2k |
10/31 - 11/02 |
1100LV |
51 |
44 |
7 |
53.63 |
44.88 |
8.75 |
2 |
Zogby |
11/01 - 11/03 |
1201LV |
54 |
43 |
11 |
55.13 |
43.38 |
11.75 |
3 |
Hotline/FD |
10/31 - 11/02 |
882LV |
50 |
45 |
5 |
52.63 |
45.88 |
6.75 |
4 |
Rasmussen |
10/31 - 11/02 |
3000LV |
51 |
46 |
5 |
52.13 |
46.38 |
5.75 |
5 |
Battleground |
10/27 - 10/30 |
1000LV |
49 |
45 |
4 |
52.38 |
46.13 |
6.25 |
|
|
|
|
|
|
|
|
|
|
6 |
Marist |
11/03 - 11/03 |
804LV |
52 |
43 |
9 |
54.63 |
43.88 |
10.75 |
7 |
FOX News |
11/02 - 11/03 |
971LV |
50 |
43 |
7 |
54.13 |
44.38 |
9.75 |
8 |
NBC/WSJ |
11/01 - 11/02 |
1011LV |
51 |
43 |
8 |
54.38 |
44.13 |
10.25 |
9 |
CNN |
10/30 - 11/01 |
1017LV |
51 |
43 |
8 |
54.38 |
44.13 |
10.25 |
10 |
Pew |
10/30 - 11/01 |
2587LV |
49 |
42 |
7 |
54.63 |
43.88 |
10.75 |
|
|
|
|
|
|
|
|
|
|
11 |
CBS |
10/28 - 10/31 |
1005LV |
54 |
41 |
13 |
56.63 |
41.88 |
14.75 |
12 |
Marist |
10/29 - 10/29 |
543LV |
50 |
43 |
7 |
54.13 |
44.38 |
9.75 |
13 |
FOX News |
10/28 - 10/29 |
924LV |
47 |
44 |
3 |
52.63 |
45.88 |
6.75 |
14 |
Ipsos |
10/23 - 10/27 |
831LV |
50 |
45 |
5 |
52.63 |
45.88 |
6.75 |
15 |
Newsweek |
10/22 - 10/23 |
882LV |
53 |
41 |
12 |
56.38 |
42.13 |
14.25 |
|
|
|
|
|
|
|
|
|
|
16 |
CBS/NYT |
10/19 - 10/22 |
771LV |
52 |
39 |
13 |
57.63 |
40.88 |
16.75 |
17 |
FOX News |
10/20 - 10/21 |
936LV |
49 |
40 |
9 |
56.13 |
42.38 |
13.75 |
18 |
Pew Resrch |
10/16 - 10/19 |
2382LV |
53 |
39 |
14 |
57.88 |
40.63 |
17.25 |
19 |
Ipsos |
10/16 - 10/20 |
773LV |
50 |
42 |
8 |
54.88 |
43.63 |
11.25 |
20 |
CNN |
10/17 - 10/19 |
764LV |
51 |
46 |
5 |
52.13 |
46.38 |
5.75 |
|
|
|
|
|
|
|
|
|
|
21 |
Pew Resrch |
10/12 - 10/14 |
1191LV |
50 |
40 |
10 |
56.38 |
42.13 |
14.25 |
22 |
CBS/NYT |
10/10 - 10/13 |
699LV |
53 |
39 |
14 |
57.88 |
40.63 |
17.25 |
23 |
LAT |
10/10 - 10/13 |
1030LV |
50 |
41 |
9 |
55.63 |
42.88 |
12.75 |
24 |
ABC/WP |
10/09 - 10/11 |
766LV |
53 |
43 |
10 |
54.88 |
43.63 |
11.25 |
25 |
CBS/NYT |
10/03 - 10/05 |
616LV |
48 |
45 |
3 |
52.13 |
46.38 |
5.75 |
Probability
Obama Exceeds Given Vote Share for various MoE
(based
on 11/2 RV Polls, 5293 Sample MoE =
1.33%)
|
|
2-party |
Obama Share > |
1.00% |
1.20% |
1.33% |
1.50% |
1.75% |
2.00% |
|
|
|
|
|
Probability
|
|
|
|
|
|
|
55% |
54.18% |
100% |
100% |
100% |
100% |
100% |
100% |
|
|
56% |
55.16% |
100% |
100% |
99% |
99% |
97% |
96% |
|
|
57% |
56.15% |
93% |
89% |
86% |
83% |
80% |
77% |
|
|
57.74% |
56.87% |
50% |
50% |
50% |
50% |
50% |
50% |
|
|
58% |
57.13% |
31% |
34% |
35% |
37% |
39% |
40% |
|
|
59% |
58.12% |
1% |
2% |
3% |
5% |
8% |
11% |
|
|
60% |
59.10% |
0% |
0% |
0% |
0% |
1% |
1% |
2008
National Exit Poll
(forced to match the 2008 recorded vote, but the returning voter mix is impossible)
2004 |
Mix |
Votes |
Obama |
McCain |
Other |
Obama |
McCain |
Other |
New |
13.00% |
17.1 |
71% |
27% |
2% |
12.13 |
4.60 |
0.34 |
Kerry |
37.17% |
48.8 |
89% |
9% |
2% |
43.51 |
4.35 |
0.98 |
Bush |
45.83% |
60.2 |
17% |
82% |
1% |
10.34 |
49.27 |
0.60 |
Other |
4.00% |
5.3 |
66% |
24% |
10% |
3.48 |
1.25 |
0.53 |
|
|
|
|
|
|
|
|
|
Total |
100.0% |
131.37m |
52.87% |
45.28% |
1.86% |
69.46m |
59.48m |
2.45m |
Election
Calculator: Scenario 1
(returning voter mix based on the recorded 2004 vote (Bush 50.73-Kerry 48.27%) adjusted for 4.8% voter mortality and 95% turnout)
2004 |
Mix |
Votes |
Obama |
McCain |
Other |
Obama |
McCain |
Other |
New |
15.80% |
20.8 |
71% |
27% |
2% |
14.83 |
5.51 |
0.42 |
Kerry |
40.64% |
53.4 |
89% |
9% |
2% |
47.52 |
4.80 |
1.07 |
Bush |
42.71% |
56.1 |
17% |
82% |
1% |
9.54 |
46.01 |
0.56 |
Other |
0.85% |
1.1 |
66% |
24% |
10% |
0.74 |
0.26 |
0.11 |
|
|
|
|
|
|
|
|
|
Total |
100.00% |
131.37m |
55.28% |
43.08% |
1.64% |
72.62m |
56.59m |
2.16m |
(returning voter mix based on the 2004 exit poll (Kerry
52-Bush 47%) adjusted for 4.8% voter mortality and 95% turnout)
2004 |
Mix |
Votes |
Obama |
McCain |
Other |
Obama |
McCain |
Other |
New |
15.80% |
20.8 |
71% |
27% |
2% |
14.83 |
5.51 |
0.42 |
Kerry |
43.78% |
57.5 |
89% |
9% |
2% |
51.19 |
5.18 |
1.15 |
Bush |
39.57% |
52.0 |
17% |
82% |
1% |
8.84 |
42.63 |
0.52 |
Other |
0.85% |
1.1 |
66% |
24% |
10% |
0.74 |
0.26 |
0.11 |
|
|
|
|
|
|
|
|
|
Total |
100.00% |
131.37m |
57.54% |
40.78% |
1.67% |
75.59m |
53.58m |
2.20m |