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Series and Partial Sums · Tutorial 556 of 998

Infinite Geometric Series from Partial Sums

Learn how the finite geometric-sum formula leads to the infinite sum when the common ratio has absolute value less than one.

Beginner 9 min read

What You'll Learn

  • Write the partial sums of a geometric series whose first term is one.
  • Use the finite geometric-sum formula to express each partial sum.
  • Explain why powers of a ratio with absolute value less than one approach zero.
  • Derive the infinite sum from the limit of the partial sums.
  • Check when the resulting formula applies and identify a case where it fails.

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:

$$ 1+r+r^2+r^3+\cdots. $$

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.

Definition: For a real number \(r\), the geometric series with first term one is \(\sum_{k=0}^{\infty}r^k\). Its \(N\)th partial sum is \(S_N=\sum_{k=0}^{N}r^k\). The series converges to \(S\) if the sequence of partial sums has the finite limit \(S\) as \(N\) tends to infinity.

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

$$ S_N=1+r+r^2+\cdots+r^N=\frac{1-r^{N+1}}{1-r}. $$

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:

$$ \begin{aligned} S_N&=1+r+r^2+\cdots+r^N,\\ rS_N&=r+r^2+r^3+\cdots+r^{N+1},\\ S_N-rS_N&=1-r^{N+1}. \end{aligned} $$

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.

Lemma: If \(|r|<1\), then \(\lim_{n\to\infty}r^n=0\).

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

$$ (1+h)^{n+1}\ge(1+nh)(1+h) =1+(n+1)h+nh^2 \ge1+(n+1)h. $$

Taking reciprocals of positive quantities now gives

$$ 0\le q^n=\frac{1}{(1+h)^n}\le\frac{1}{1+nh}. $$

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.

1
Write the partial sum.
For each \(N\), the sum of the first \(N+1\) terms is \(S_N=(1-r^{N+1})/(1-r)\), provided \(r\ne1\).
2
Use the condition on the ratio.
When \(|r|<1\), the lemma shows that \(r^{N+1}\) tends to zero as \(N\) tends to infinity.
3
Take the limit.
The denominator \(1-r\) is fixed and nonzero, so the limit of the partial sums is \(1/(1-r)\).
$$ \begin{aligned} \lim_{N\to\infty}S_N &=\lim_{N\to\infty}\frac{1-r^{N+1}}{1-r}\\ &=\frac{1-0}{1-r}\\ &=\frac{1}{1-r}. \end{aligned} $$
Theorem: If \(r\) is real and \(|r|<1\), then the geometric series with first term one converges, and its sum is $$ \sum_{k=0}^{\infty}r^k=\frac{1}{1-r}. $$ This equality follows from the limit of the partial sums; the condition \(|r|<1\) is required.

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

$$ S_N=\frac{1-(1/2)^{N+1}}{1-1/2}. $$

The denominator is \(1-\frac12=\frac12\), so

$$ S_N=2\left(1-\left(\frac12\right)^{N+1}\right). $$

As \(N\) tends to infinity, \((1/2)^{N+1}\) tends to zero. Therefore

$$ \lim_{N\to\infty}S_N=2(1-0)=2. $$

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

$$ S_N=\frac{1-(2/3)^{N+1}}{1-2/3} =\frac{1-(2/3)^{N+1}}{1/3}. $$

The power \((2/3)^{N+1}\) tends to zero, so

$$ \lim_{N\to\infty}S_N=\frac{1}{1/3}=3. $$

For the first four terms, \(N=3\). Direct addition gives

$$ 1+\frac23+\frac49+\frac8{27} =\frac{27+18+12+8}{27} =\frac{65}{27}. $$

The partial-sum formula agrees:

$$ S_3=\frac{1-(2/3)^4}{1/3} =\frac{1-16/81}{1/3} =\frac{65/81}{1/3} =\frac{65}{27}. $$

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

$$ \frac{1}{1-r} =\frac{1}{1-1/4} =\frac{1}{3/4} =\frac43. $$

The partial sum through \(r^2\) is \(S_2\), because its terms have exponents \(0,1,2\):

$$ S_2=1+\frac14+\frac1{16} =\frac{16+4+1}{16} =\frac{21}{16}. $$

Using the finite formula gives the same value:

$$ S_2=\frac{1-(1/4)^3}{1-1/4} =\frac{1-1/64}{3/4} =\frac{63}{64}\cdot\frac43 =\frac{21}{16}. $$

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

$$ S_N=1+2+2^2+\cdots+2^N =\frac{1-2^{N+1}}{1-2} =2^{N+1}-1. $$

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 \(1-r^N\).

Key takeaway: For the series \(1+r+r^2+\cdots\), first check \(|r|<1\). Then the finite partial sums have a limit, and that limit is \(1/(1-r)\). The formula is a consequence of convergence, not a substitute for checking it.

Check Your Understanding

Use partial sums and the condition on the common ratio to answer these questions.

  1. Write the \(N\)th partial sum of \(1+\frac13+\frac19+\cdots\) using the finite geometric-sum formula.
  2. What is the sum of \(1+\frac13+\frac19+\cdots\), and which condition permits the limit step?
  3. For \(r=\frac12\), calculate \(S_2\) both by adding the terms and by using the finite formula.
  4. Explain why the formula \(1/(1-r)\) cannot be used to assign a sum to \(1+2+4+8+\cdots\).
  5. In the expression for \(S_N\), why does the numerator contain \(r^{N+1}\) rather than \(r^N\)?