From Finite Sums to an Infinite Sum
A finite geometric sum has a simple formula, but an infinite series is not evaluated by substituting infinity into that formula. Instead, its value is defined through the limit of its finite partial sums. For a geometric series, the finite formula makes this limit accessible: when the common ratio has absolute value less than one, the powers of the ratio shrink to zero.
We will focus on the geometric series whose first term is one:
Here \(r\) is the common ratio: each term after the first is obtained by multiplying the preceding term by \(r\). The condition \(|r|<1\) is crucial. It ensures that the finite partial sums approach a limit, and it determines when the infinite-series formula derived below is valid.
The index starts at zero, so \(r^0=1\) is the first term. The partial sum \(S_N\) includes the terms from \(r^0\) through \(r^N\), giving \(N+1\) terms. Keeping this indexing clear matters: the exponent in the finite-sum formula will be \(N+1\).
The Finite Partial-Sum Formula
For \(r\ne 1\), the finite geometric-sum formula is
One way to see why this formula holds is to multiply the sum by \(r\), then subtract. The two expressions have matching terms except for the first and last powers:
Since \(S_N-rS_N=(1-r)S_N\), division by \(1-r\) gives the formula. In the case considered here, \(|r|<1\) implies \(r\ne 1\), so its denominator is not zero.
Why the Powers Approach Zero
To take the limit of \(S_N\), we need to know what happens to \(r^{N+1}\). The key fact is that if \(|r|<1\), then \(r^n\) tends to zero as \(n\) tends to infinity. Here is a direct justification.
If \(r=0\), every positive power is zero, so the result holds immediately. Otherwise, let \(q=|r|\), so \(0<q<1\), and set \(h=1/q-1\). Then \(h>0\) and \(1/q=1+h\). The binomial inequality \((1+h)^n\ge 1+nh\) follows by induction: it holds for \(n=1\), and multiplying the inequality for \(n\) by \(1+h\) gives
Taking reciprocals of positive quantities now gives
For any \(\varepsilon>0\), choose a natural number \(N\) large enough that \(1/(1+Nh)<\varepsilon\). For every \(n\ge N\), the bound above gives \(0\le q^n<\varepsilon\). Thus \(q^n\) tends to zero. Since \(|r^n|=q^n\), it follows that \(r^n\) also tends to zero.
Deriving the Infinite Sum
We can now take the limit of the finite partial sums. The argument uses both the finite formula and the condition \(|r|<1\); without that condition, the same limit step is not justified.
For each \(N\), the sum of the first \(N+1\) terms is \(S_N=(1-r^{N+1})/(1-r)\), provided \(r\ne1\).
When \(|r|<1\), the lemma shows that \(r^{N+1}\) tends to zero as \(N\) tends to infinity.
The denominator \(1-r\) is fixed and nonzero, so the limit of the partial sums is \(1/(1-r)\).
Worked Examples
Worked Example: The Ratio Is One Half
Find the value of \(1+\frac12+\frac14+\frac18+\cdots\) using partial sums, and check the result.
Here \(r=\frac12\), and \(\left|\frac12\right|<1\), so the theorem applies. The \(N\)th partial sum is
The denominator is \(1-\frac12=\frac12\), so
As \(N\) tends to infinity, \((1/2)^{N+1}\) tends to zero. Therefore
Check with a finite partial sum: for \(N=3\), the terms are \(1,\frac12,\frac14,\frac18\). Their sum is \(\frac{8+4+2+1}{8}=\frac{15}{8}\). The formula also gives \(S_3=2(1-\frac1{16})=\frac{15}{8}\). The limit value is consistent: \(2-\frac{15}{8}=\frac18\), exactly the amount by which this partial sum falls short of \(2\).
Worked Example: The Ratio Is Two Thirds
Find the sum of \(1+\frac23+\frac49+\frac8{27}+\cdots\), and verify the formula using the first four terms.
Here \(r=\frac23\), and \(\left|\frac23\right|<1\). The partial sums satisfy
The power \((2/3)^{N+1}\) tends to zero, so
For the first four terms, \(N=3\). Direct addition gives
The partial-sum formula agrees:
Finally, \(3-\frac{65}{27}=\frac{81-65}{27}=\frac{16}{27}\), which checks the difference between the limiting value and this particular partial sum.
Worked Example: A Short Partial Sum and Its Limit
Consider \(1+\frac14+\frac1{16}+\frac1{64}+\cdots\). Find the sum and check it against the partial sum through \(r^2\).
The common ratio is \(r=\frac14\), so \(|r|<1\). The infinite sum is
The partial sum through \(r^2\) is \(S_2\), because its terms have exponents \(0,1,2\):
Using the finite formula gives the same value:
The limiting value exceeds this partial sum by \(\frac43-\frac{21}{16}=\frac{64-63}{48}=\frac1{48}\). This confirms the arithmetic for the selected finite sum while the limit calculation gives the value of the entire series.
Why the Condition Matters
The formula \(\frac{1}{1-r}\) is not a rule that applies to every geometric series. It was obtained by taking a limit, and that step depended on \(r^{N+1}\) tending to zero. For example, if \(r=2\), the partial sums are
These partial sums grow without bound; they do not approach a finite value. Although substituting \(r=2\) into \(1/(1-r)\) produces \(-1\), that number is not the sum of this series. The derivation of the infinite-sum formula does not apply because \(|2|<1\) is false.
A common mistake is to quote the finite geometric formula, replace \(r^{N+1}\) by zero, and conclude that the result holds for any ratio. The replacement is legitimate only when the powers actually tend to zero. A second indexing mistake is to use \(r^N\) where the finite sum ends at \(r^N\): the difference \(S_N-rS_N\) contains \(1-r^{N+1}\), not \(1-r^N\).
Check Your Understanding
Use partial sums and the condition on the common ratio to answer these questions.
- Write the \(N\)th partial sum of \(1+\frac13+\frac19+\cdots\) using the finite geometric-sum formula.
- What is the sum of \(1+\frac13+\frac19+\cdots\), and which condition permits the limit step?
- For \(r=\frac12\), calculate \(S_2\) both by adding the terms and by using the finite formula.
- Explain why the formula \(1/(1-r)\) cannot be used to assign a sum to \(1+2+4+8+\cdots\).
- In the expression for \(S_N\), why does the numerator contain \(r^{N+1}\) rather than \(r^N\)?